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Current Employers
Strategic Advisory Services

6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-07-26
  • TN RA
    APPROVED
    Since 2022-07-26

Branch Locations

6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc San Diego CA 08/2013 07/2019
Paragon National Bank Memphis TN 11/2014 06/2019
Independent Financial Partners Memphis TN 10/2015 06/2019
Wealthcare Advisory Partners, Llc D/B/A Paragon Wealth Solutions Memphis TN 06/2019 08/2022
Strategic Advisory Services, Llc Memphis TN 07/2022 Present
Lpl Financial, Llc Memphis TN 11/2014 Present
  • 08/2013 → 07/2019
    Lpl Financial Llc
    San Diego, CA
  • 11/2014 → 06/2019
    Paragon National Bank
    Memphis, TN
  • 10/2015 → 06/2019
    Memphis, TN
  • 06/2019 → 08/2022
    Wealthcare Advisory Partners, Llc D/B/A Paragon Wealth Solutions
    Memphis, TN
  • 07/2022 → Present
    Strategic Advisory Services, Llc
    Memphis, TN
  • 11/2014 → Present
    Lpl Financial, Llc
    Memphis, TN
Previous Registrations
Other Businesses

1. 11/03/2014 - Standard Aviation - Not Investment Related - LLC - non-paid member owner of LLC - Time Spent 2%. 2. 03/23/2015 - TWS Partners Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/01/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 08/30/2022 - Strategic Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 08/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Strategic Advisory Services, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/26/2023: Event Medical; Various locations; Outside/W-2 Employment; provides emergency medical services to special events; Not inv. related; start date 9/22/2023; 4hrs/mo.; 0hrs during trading. 5. 08/28/2024 - Strategic Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/08/2024 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-18
S63 Uniform Securities Agent State Law Examination 1983-09-14
  • S66 Uniform Combined State Law Examination
    2003-01-18
  • S63 Uniform Securities Agent State Law Examination
    1983-09-14

View on SEC IAPD

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