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700 Colonial Road Suite 101, Memphis, TN 38117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
700 Colonial Road Suite 110, Memphis, TN 38117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cks Advisors, Llc | Memphis | TN | 07/2004 | Present |
| Trustfirst, Inc. | Knoxville | TN | 01/2005 | Present |
1)WBL CORP, PRES,DIR MEMPHIS TN STARTED 1991 INVEST. RELATED,INS.HOLDING CO. STRATEGIC PLANNING, CAPITAL ALLOCATION 5 HRS MO.1-2 HRS DURING TRADING 2)NATIONAL FIRE AND CASUALTY: PRES. DIR.-BLOOMINGTON,IL INVEST. RELATED,INS. CO. STARTED 1991 REGULATORY REPORTS(REVIEW)CONFER WITH OFFICERS RESPONSIBLE FOR DAY TO DAY MANAGEMENT 2 HRS MO.-1 HR DURING TRADING 3)VALUE FINANCIAL SERVICES- ORLANDO, FL NOT INVEST. RELATED, FIN. SERVICES CO. STARTED:1997,2 HRS/MTH, 1 HR DURING TRADING,TYPICAL DIRECTOR RESPONSIBILITIES.4)INTERMARK,INC.-BIRMINGHAM, AL, NOT INVEST. RELATED,ADVERTISING CO. STARTED:1997-1.25 HRS MTH. 0 HRS DURING TRADING TYPICAL DIRECTOR RESPONSIBILITIES.5)INDEPENDENT HOLDINGS INC-MEMPHIS, TN BANK HOLDING CO. STARTED 1999,NOT INVEST. RELATED. TYPICAL DIR. RESPONSBILITIES 2 HRS MO.1 HR DURING TRADING. 6)US AGENCIES, INC. CHAIR. DIR. BATON ROUGE, LA,INVEST. RELATED. INS. CO. CHAIR BOARD MEETINGS, COMMITTEE REPORTS, 5 HRS MO.1-2 DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-07 |
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