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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-06-10 |
Branch Locations
925 N. Washington Street, Tullahoma, TN 37388 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ray & Gregory Pc | Tullahoma | TN | 11/2020 | Present |
| Cracker Barrel Old Country Store | Lebanon | TN | 07/2019 | 11/2020 |
| Department Of Defense | Arnold Afb | TN | 05/2018 | 07/2019 |
| Ray & Gregory Pc | Tullahoma | TN | 01/2016 | 05/2018 |
1: Name - Ray & Gregory, PC; Investment related: no; Address: 925 N. Washington Street, Tullahoma, TN 37388; Nature: accounting firm; Position/title: CPA/Partner; start date: 11/2020; Hours/month: 160; hours during security hours: 160; duties: tax preparation, tax planning, bookkeeping services, administration, client relations. 2. Name - Emerge Investment Group; Investment related: no; address; 925 N. Washington Street, Tullahoma, TN 37388; Nature: landlord commercial property; position/title: Partner; start date:8/2021 Hours/month: 1; hours during trading hours: 1; duties: collecting rent payments, making monthly note payments, reconciling the bank account, preparing the tax return. 3. Swann Properties; Not Investment Related; Same as BD Branch; rental real estate; general partner; 12/12/2022; 5 hrs/mo; 0 hrs during trading; receiving & depositing rent check monthly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
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