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Account
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5350 Poplar Avenue Suite 600, Memphis, TN 38119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-12-05 |
Branch Locations
5350 Poplar Avenue Suite 600, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corkys Ribs & Bbq | Memphis | TN | 12/2020 | 01/2022 |
| University Of Alabama | Tuscaloosa | AL | 08/2018 | 05/2022 |
| St. Agnes Academy | Memphis | TN | 08/2014 | 05/2018 |
| Radian Partners | Memphis | TN | 08/2022 | 11/2024 |
| Lion Street Financial | Memphis | TN | 11/2022 | 11/2024 |
| Csenge | Memphis | TN | 02/2023 | 11/2024 |
| Duncan Williams Asset Management | Memphis | TN | 11/2024 | Present |
| M.S. Howells & Co | Scottsdale | AZ | 02/2025 | Present |
(1.) M.S. Howells & Co.; Investment Related; 23350 N Pima Rd, Scottsdale, AZ 85255; Broker Dealer; Independent Contractor; Start date: 6/24/2024; Approximately 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Trading and Insurance for clients. (2.) Make A Wish Mid South; Not Investment Related; 5100 Poplar Ave #300 Memphis, TN 38137; Non-Profit; Board Member; Start Date: 7/18/2025; 5 hours devoted monthly; 0 hours devoted during trading hours; Volunteer for Wish Discovery, Celebrations, and Planning Wine for Wishes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
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