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Current Employers
Strategic Advisory Services

6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-09
  • TN RA
    APPROVED
    Since 2024-07-09

Branch Locations

6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ecoscapes Landscape & Irrigation Llc Collierville TN 03/2021 01/2024
Collierville High School Collierville High School TN 08/2019 05/2022
Collierville Middle School Collierville TN 08/2015 05/2019
Lpl Financial Memphis TN 01/2024 Present
Collierville Schools Collierville TN 06/2014 05/2022
Strategic Advisory Services, Llc Memphis TN 07/2024 Present
  • 03/2021 → 01/2024
    Ecoscapes Landscape & Irrigation Llc
    Collierville, TN
  • 08/2019 → 05/2022
    Collierville High School
    Collierville High School, TN
  • 08/2015 → 05/2019
    Collierville Middle School
    Collierville, TN
  • 01/2024 → Present
    Lpl Financial
    Memphis, TN
  • 06/2014 → 05/2022
    Collierville Schools
    Collierville, TN
  • 07/2024 → Present
    Strategic Advisory Services, Llc
    Memphis, TN
Other Businesses

1-04/2024 / EcoScapes LAndscape LLC / Other Business / Non Investment Related / start 04/01/2021 2- 04/2024 / Strategic Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading. 3- 07/09/2024 - Strategic Advisory Services, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 1/10/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Strategic Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-10
  • S66 Uniform Combined State Law Examination
    2024-06-10

View on SEC IAPD

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