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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-21 |
Branch Locations
9055 Forest Centre Drive, Germantown, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Packaging/Pactiv Evergreen | Memphis | TN | 11/2016 | 11/2021 |
| Briarcrest Christian School | Eads | TN | 12/2015 | 10/2016 |
| Century Financial | Germantown | TN | 11/2021 | Present |
| Woodbury Financial Services Inc | Germantown | TN | 08/2022 | 01/2024 |
| Osaic Wealth, Inc. | Germantown | TN | 01/2024 | Present |
1. Savannah Jewell Art Business is not investment-related. Nature of Business: Painter LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 2020 Evelyn Avenue, Memphis TN 38104, United States DESCRIPTION: Artist working with local interior designers and regional galleries. Position: Owner/Painter/Artist Duties: Painter/Artist 2. CENTURY FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/05/2021 ADDRESS: 9055 Forrest Centre Dr, Germantown TN 38138, United States DESCRIPTION: -Assist Brian in day-to-day office management activities, managing calendars, meeting times, answering the phone, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
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