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5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-06-28 |
| TX | RA | APPROVED | 2022-06-24 |
Branch Locations
5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2014 | 06/2022 |
| Independent Wealth Management, Llc | Memphis | TN | 08/2014 | 11/2019 |
| Envision Financial Planning | Memphis | TN | 11/2019 | Present |
| Envision Financial Planning | Memphis | TN | 06/2022 | Present |
Marlyn LLC - Owner and Manager of LLC. 1 of 4 managers of a family owned partnership. Only holding is land which has timber rights and operates a hunting club
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-06 |
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