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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-09 |
| TN | RA | APPROVED | 2022-02-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 03/2015 | 02/2022 |
| Bank Of America, N.A. | Franklin | TN | 05/2017 | 02/2022 |
| Regions Bank | Franklin | TN | 02/2022 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2022 | Present |
| Cetera Investment Advisers Llc | Franklin | TN | 02/2022 | Present |
1.) TRUSTEE & TREASURER FOR AVENUE CHURCH, ADVISE THE BOARD ON FISCAL RESPONSIBILITY & BUDGET, VIEW ONLY ACCESS TO BANK ACCOUNTS & CHECK WRITING IN DUAL CAPACITY, 1/HR/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
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