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6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-14 |
| TN | RA | APPROVED | 2017-04-27 |
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 | Memphis | TN | 02/2013 | Present |
| Strategic Advisory Services, Llc | Memphis | TN | 03/2017 | Present |
1. 4/11/2013: Strategic Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/28/2016: Christenbury, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2013 - 0 Hours Per Month. 3. 2/24/2020 - Walker Commercial Property - Not Investment Related - 6465 N Quail Hollow Rd, Memphis, TN 38120 - Outside/W-2 Employment - Building Superintendent - Started 02/17/2020 - 0 Hours Per Month - Onsite building representative for the building where office is located. The property management company needs someone on site in case of the elevator has problems or the HVAC system needs to be reset. Expect very little time need for the activity, it will only be if the system goes down. 4. 1/8/2021 - Strategic Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/01/2018 - 170 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Strategic Advisory Services LLC, an independent investment advisor firm. I started this business activity in 10/2018. I expect to spend approximately 170 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-15 |
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