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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-21 |
| TN | RA | APPROVED | 2022-02-17 |
Branch Locations
5100 Poplar Ave. Suite 3214, Memphis, TN 38137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Memphis | TN | 05/2009 | 02/2022 |
| Nations Financial Group, Inc. | Memphis | TN | 02/2022 | Present |
ATKINS CAPITAL MGMT, LLC. 5100 POPLAR AVE., SUITE 3214 MEMPHIS, TN 38137. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS OWNER. START DATE 12/13/2006. APPROX 170 HRS PER MONTH, 6.5 HRS DURING TRADING SPENT ON BSUNIESS DUTIES ARE FINANCIAL ADVISORY. // GOLDEN CROSS SENIOR MINISTRIES. 1615 APPLING RD. CORDOVA, TN 38016. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS TO PROVIDE ASSISTANCE TO LOW INCOME SENIORS LIVING IN WESLEY SR LIVING HOUSING. POSITION IS BOARD MEMBER. STARTED 1/25/2012. SPEND APPROX 1 HOUR PER MONTH ON BUSINESS, ZERO HOURS DUIRNG TRADING. DUTIES ARE DISCUSSING BUDGET HEARING ENDOWMENT PROGRESS REPORT, AND REVIEWING SPENDING REQUESTS. CHICKASAW COUNTRY CLUB. 3395 GALLOWAY, MEMPHIS TN 38122. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS COUNTRY CLUB. POSITION IS BOARD OF DIRECTORS. STARTED 11/1/23. APPROX 2-3 HOURS PER MONTH ON BUSINESS, ZERO HOURS DURING TRADING. DUTIES ARE REVIEW CLUB OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-22 |
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