| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Sr. VP - Financial Advisor |
Pinnacle Financial Partners |
Greater Memphis Area |
Dec 2018–Present |
2 yrs 6 mos |
| 2 |
Wealth Advisor - Private Wealth Management |
Regions Bank |
|
Feb 2007–Nov 2018 |
11 yrs 10 mos |
| 3 |
Wealth Management |
Trustmark Bank |
|
Feb 2005–Feb 2007 |
2 yrs 1 mo |
| 4 |
Registered Investment Professional |
Raymond James Financial Inc. |
|
Apr 2001–Feb 2005 |
3 yrs 11 mos |
| 5 |
Registered Investment Professional |
UBS |
Memphis |
Aug 1992–Apr 2001 |
8 yrs 9 mos |
| 6 |
Reg Asst |
UBS |
|
1995–2001 |
6 yrs |