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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-14 |
| TN | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Brentwood | TN | 08/2011 | 08/2018 |
| Suntrust Investment Services,Inc. | Atlanta | GA | 09/2018 | 09/2022 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2018 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 09/2022 | Present |
3. Anderson Watson LLC; grading landscaping and related activities; 07/15/18; Goodlettsville, TN; Owner; 2 hours devoted per month during trade hours; 10 hours devoted monthly after trade hours.I*1023631For profit or not for profit: Entity For ProfitName of outside business organization: Anderson LLCInvestment related: NAddress of business: springfield, Tennessee, 37172Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 2/1/2018Number of hours devoted: 3 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , running payroll weekly 2-3 employees and dealing with other administrative issues.3-10 hours per week done on weekendsI*1023632, Name of OBA: Myself Address:sptringfield, TN Investment Related: No Position, Title, Association: Owner Employee Start Date: 1/1/2000 No Hours: 2 Weekly No Hours during trading: 0 Duties: Playing ,music running sound for friends church or other private parties or others at events I*3186279 Entity Type: Entity For Profit Name of OBA: Shield and Anchor Aviation LLC Address: Springifeld, Tennessee, 37172 Investment Related: No Position, Title, Association: General Partner/Managing Member,Owner Employee Start Date: 01/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: My intention is to purchase a small single engine aircraft that will be triple-net leased to a independent flight school or commercial aviation business for passive income. The purpose of the LLC is to register each plane ownership in an individual entity other than myself for liability and tax purposes. I should have limited responsibilities as a passive owner. The placement of the lease insurance and maintenances will be organized and addressed by other third parties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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