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2289 West Street, Germantown, TN 38138 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-03-26 |
Branch Locations
1715 Aaron Brenner Dr. Suite 218, Memphis, TN 38120 • United States
2289 West Street, Germantown, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2013 | Present |
| W Advisors, Llc | Memphis | TN | 09/2013 | Present |
1. W ADVISORS, LLC - Investment Related - 2289 West Street, Germantown, TN 38138 - RIA - MEMBER IAR - Start 9/2013 - MANAGE MONEY FOR A FEE -140 HRS/MONTH. 2. PKSF-Investment related-Agent-80 State Street, Albany, NY 12207-Insurance-Agent-160 hrs/mth-100% during trading hrs-Provides insurance solutions to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
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