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221 E. 4Th Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2024-08-21 |
Branch Locations
5865 Ridgeway Center Pkwy, Suite 210, Memphis, TN 38120 • United States
214 Overlook Circle, Suite 200, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David C Nanney, Cpa, Pllc | Memphis | TN | 11/2007 | 07/2024 |
| Formidable Asset Management, Llc | Cincinnati | OH | 07/2024 | Present |
1. Retriever Valet Trash Services, LLC: Not Investor Related: 6410 Blue Heron Drive, Memphis, TN: 5% Ownership: Partner: 1/2/2021: 8 hours/month: Bookkeeping/CFO 2. Nanney Heritage Farms, LLC: Not Investment Related: 132 Hyndsver Road, Martin, TN: 12.5% Ownership: Partner: 9/28/2012: 0.5 hours/month: Tax Preparation/Bookkeeping 3. Timothy H Ross Irrevocable Trust: Yes, Investment Related: 5865 Ridgeway Center Pkwy, Suite 210, Memphis, TN: Trustee: Trustee: 4/16/2022: 1 hour/month: Trustee/Bookkeeping 4. R Todd Ross Irrevocable Trust: Yes, Investment Related: 5865 Ridgeway Center Pkwy, Suite 210, Memphis, TN: Trustee: Trustee: 4/16/2022: 1 hour/month: Trustee/Bookkeeping 5. Travis R Sheley Irrevocable Trust: Yes, Investment Related: 5865 Ridgeway Center Pkwy Trustee, Suite 210, Memphis, TN: Trustee: 4/1612022: 1 hour/month: Trustee/Bookkeeping 6. Kay M Sears Irrevocable Trust: Yes, Investment Related: 5865 Ridgeway Center Pkwy Trustee, Suite 210, Memphis, TN: Trustee: 4/1612022: 1 hour/month: Trustee/Bookkeeping
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