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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-08-08 |
Branch Locations
100 Winners Circle Suite 155, Brentwood, TN 37027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Brentwood | TN | 01/1997 | 04/2018 |
| Raymond James Financial Services, Inc | Franklin | TN | 04/2018 | 08/2022 |
| Creative Insurance Planning, Llc | Franklin | TN | 01/2019 | 08/2022 |
| Rental Real Estate | Franklin | TN | 01/2019 | 12/2019 |
| Christine Flautt | Franklin | TN | 01/2019 | Present |
| Mary & Meredith Flautt Sr. Estate | Franklin | TN | 01/2019 | 12/2019 |
| Southwestern Investment Advisory Services | Franklin | TN | 07/2019 | 08/2022 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | Present |
| Flautt Financial Llc | Brentwood | TN | 08/2022 | Present |
1.Fixed insurance sales; Located at 4550 Long Lane Franklin, TN 37064, as of 8/5/2022; 10% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Flautt Financial LLC a private entity established to facilitate securities, advisory, and insurance business; Located at 4550 Long Lane Franklin, TN 37064 as of 8/5/2022; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-20 |
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