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Advisor at WOODMONT INVESTMENT COUNSEL, LLC
NASHVILLE, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL, LLC | Independent wealth | Jan 1, 2026 | n/a | yes | NASHVILLE, TN | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 14, 2000 | Jul 22, 2004 | no | NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | WOODMONT INVESTMENT COUNSEL, LLC | Jul 22, 2004 | Jan 1, 2026 | 7,833 | Firm change after gap | Wirehouse to RIA |