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517 N. Main Street Suite A, Greeneville, TN 37745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-06-17 |
Branch Locations
517 N. Main Street Suite A, Greeneville, TN 37745 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 10/2021 |
| Cambridge Investment Research Advisors, Inc. | Greeneville | TN | 05/2015 | 10/2021 |
| Cornerstone Wealth, Llc | Greeneville | TN | 05/2021 | Present |
| Cornerstone Risk Management Group | Greeneville | TN | 01/2023 | Present |
1. BRIAN CLICK, 517 N MAIN STREET, GREENEVILLE, TN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL - 20/YR - 1/TRADING. 2. Ballick Properties, LLC, 82 Earlington Drive, Greeneville, TN 37743, Own Rental Real Estate, Myself and a partner, Houston Caine Ballard, currently own 5 rental houses and 1 commercial building. We utilize a real estate agent to manage the properties. My involvement is minimal and consists of writing checks to pay expenses i.e. insurance, maintenance, taxes, member since 7/1/05, Non-investment related, 5 hours yearly, no hours during trading. 3. WTD PARTNERS GP, GREENVILLE, TN, 02/2018. PARTNER IN A PARTNERSHIP TO OWN REAL ESTATE. NIR-1/MO-0/TRADING. 4. CORNESTONE RISK MANAGEMENT GROUP, 517 N MAIN STREET, GREENEVILLE, TN, OWNER, 01/01/23, NIR - 2/MO - 2/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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