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6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-07-26 |
Branch Locations
6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-14 |
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