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101 Creekside Crossing Suite 1700-120, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-01-19 |
| GA | RA | APPROVED | 2022-08-04 |
| TN | RA | APPROVED | 2021-04-06 |
Branch Locations
101 Creekside Crossing Suite 1700-120, Brentwood, TN 37027 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cary Street Partners Llc | Richmond | VA | 02/2016 | 08/2019 |
| Cary Street Partners Investment Advisory Llc | Richmond | VA | 02/2016 | 08/2019 |
| Hayden Royal, Llc | Charlotte | NC | 08/2019 | 03/2021 |
| Zermatt Securities, Inc. | Charlotte | NC | 11/2019 | 03/2020 |
| Parthenon Partners Llc | Brentwood | TN | 02/2017 | 02/2023 |
| Acropolis Partners, Llc | Brentwood | TN | 03/2021 | Present |
1. Insurance Agent; investment related; same office; Nature of business is insurance; devotes 10 hour/month outside of securities hours; duties: Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-16 |
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