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Dallas Jackson

Finwell, Inc.

Nashville, TN

Brentwood, TN

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Current Employers
Finwell, Inc.

Brentwood, TN • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-18
TN RA APPROVED 2025-12-18
NC RA APPROVED 2023-06-01
  • CA RA
    APPROVED
    Since 2025-12-18
  • TN RA
    APPROVED
    Since 2025-12-18
  • NC RA
    APPROVED
    Since 2023-06-01

Branch Locations

Nashville, TN • United States

Brentwood, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Jacksonville FL 09/2015 01/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2018 06/2021
Bank Of America, N.A. Jacksonville FL 02/2018 06/2021
Finwell, Inc. Nashville TN 05/2023 Present
Tipsee Music Nashville TN 04/2020 Present
The Hondo Rodeofest Nashville TN 05/2022 Present
  • 09/2015 → 01/2018
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 01/2018 → 06/2021
    Jacksonville, FL
  • 02/2018 → 06/2021
    Bank Of America, N.A.
    Jacksonville, FL
  • 05/2023 → Present
    Nashville, TN
  • 04/2020 → Present
    Tipsee Music
    Nashville, TN
  • 05/2022 → Present
    The Hondo Rodeofest
    Nashville, TN
Previous Registrations
Other Businesses

I*130815 For profit or not for profit: For-Profit Organization Name of outside business organization: TipSee Music Address of business: Nashville, Tennessee 37219 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 4/17/2020 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: a tech start up to work with local artists

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-04
S63 Uniform Securities Agent State Law Examination 2015-11-06
  • S66 Uniform Combined State Law Examination
    2016-11-04
  • S63 Uniform Securities Agent State Law Examination
    2015-11-06
Other Names
  • Dallas Jackson
  • Dallas Lester Jackson

View on SEC IAPD

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