5865 Ridgeway Center Pkwy, Suite 210, Memphis, TN, 38120
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is a partner with 5% ownership in Retriever Valet Trash Services, LLC, spending a few hours per week on bookkeeping/CFO duties. He is also a partner with 12.5% ownership in Nanney Heritage Farms, LLC, and a trustee for multiple irrevocable trusts, dedicating minimal time to these roles.