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Stevens Investment Counsel LLC CRD 342613
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
501 Union St Ste 545 Pmb 162854, Nashville, TN 37219-1876 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-06 |
| GA | RA | APPROVED | 2026-07-23 |
Branch Locations
501 Union St Ste 545 Pmb 162854, Nashville, TN 37219-1876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Atlanta | GA | 01/2009 | 08/2025 |
| Capwealth Advisors, Llc | Franklin | TN | 08/2025 | 01/2026 |
| Stevens Investment Counsel Llc | Nashville | TN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-18 |
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