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6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-09 |
Branch Locations
6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-10 |
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