POWELLJOHNSON, INC.
Legal name: POWELLJOHNSON
CRD #122956 SEC #801-61694 NASHVILLE, TN 615-277-7000
SEC Registered Broker-Dealer
Total AUM
$2.5M
Discretionary
$65K
Employees
--
Clients
--
Accounts
24
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Oct 22, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWER, RODNEY CECIL | I | EXECUTIVE VP/CFO/FINOP | NA | Control |
| BROWER, RODNEY CECIL | I | EXECUTIVE VP/CFO/FINOP | NA | Control |
| BROWER, RODNEY CECIL | I | EXECUTIVE VP/CFO/FINOP | NA | Control |
| BROWER, RODNEY CECIL | I | EXECUTIVE VP/CFO/FINOP | NA | Control |
| OBRYANT, CHARLES JOHN III | I | MANAGING DIRECTOR | NA | Control |
| OBRYANT, CHARLES JOHN III | I | MANAGING DIRECTOR | NA | Control |
| OBRYANT, CHARLES JOHN III | I | MANAGING DIRECTOR | NA | Control |
| OBRYANT, CHARLES JOHN III | I | MANAGING DIRECTOR | NA | Control |
| POWELL, JEFFREY ELDON | I | SECRETARY/CHAIRMAN/CEO/DESIGNATED PRINCIPAL | NA | Control |
| POWELL, JEFFREY ELDON | I | SECRETARY/CHAIRMAN/CEO/DESIGNATED PRINCIPAL | NA | Control |
| POWELL, JEFFREY ELDON | I | SECRETARY/CHAIRMAN/CEO/DESIGNATED PRINCIPAL | NA | Control |
| POWELL, JEFFREY ELDON | I | SECRETARY/CHAIRMAN/CEO/DESIGNATED PRINCIPAL | NA | Control |
| SHERCK, SARAH JANE | I | CHIEF COMPLIANCE OFFICER/MUNI PRINCIPAL/CROP/REGISTERED PRINCIPAL | NA | Control |
| SHERCK, SARAH JANE | I | CHIEF COMPLIANCE OFFICER/MUNI PRINCIPAL/CROP/REGISTERED PRINCIPAL | NA | Control |
| SHERCK, SARAH JANE | I | CHIEF COMPLIANCE OFFICER/MUNI PRINCIPAL/CROP/REGISTERED PRINCIPAL | NA | Control |
| SHERCK, SARAH JANE | I | CHIEF COMPLIANCE OFFICER/MUNI PRINCIPAL/CROP/REGISTERED PRINCIPAL | NA | Control |
| SHIPP, KIZZIE DENE | I | MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| SHIPP, KIZZIE DENE | I | MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| SHIPP, KIZZIE DENE | I | MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| WULLER, DAVID JOSEPH | I | ROP/SROP | NA | |
| WULLER, DAVID JOSEPH | I | ROP/SROP | NA | |
| WULLER, DAVID JOSEPH | I | ROP/SROP | NA | |
| WULLER, DAVID JOSEPH | I | ROP/SROP | NA | |
| J.E. POWELL, LLC | DE | SHAREHOLDER | E | Control |
| J.E. POWELL, LLC | DE | SHAREHOLDER | E | Control |
| J.E. POWELL, LLC | DE | SHAREHOLDER | E | Control |
| J.E. POWELL, LLC | DE | SHAREHOLDER | E | Control |
| JOHNSON, DAVID BRUCE | I | PRESIDENT/CHAIRMAN/COO/REGISTERED PRINCIPAL | B | Control |
| JOHNSON, DAVID BRUCE | I | PRESIDENT/CHAIRMAN/COO/REGISTERED PRINCIPAL | B | Control |
| JOHNSON, DAVID BRUCE | I | PRESIDENT/CHAIRMAN/COO/REGISTERED PRINCIPAL | B | Control |
| JOHNSON, DAVID BRUCE | I | PRESIDENT/CHAIRMAN/COO/REGISTERED PRINCIPAL | B | Control |
| LOVELL MINNICK EQUITY PARTNERS, LP | DE | MINORITY OWNER | B | Control |
| LOVELL MINNICK EQUITY PARTNERS, LP | DE | MINORITY OWNER | B | Control |
| LOVELL MINNICK EQUITY PARTNERS, LP | DE | MINORITY OWNER | B | Control |
| PUTNAM LOVELL EQUITY PARTNERS LP | DE | MINORITY OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KANG, DANNY ALLAN | I | LOVELL MINNICK EQUITY PARTNERS, LP | F | Control |
| KANG, DANNY ALLAN | I | LOVELL MINNICK EQUITY PARTNERS, LP | F | Control |
| KANG, DANNY ALLAN | I | LOVELL MINNICK EQUITY PARTNERS, LP | F | Control |
| KANG, DANNY ALLAN | I | PUTNAM LOVELL EQUITY PARTNERS LP | F | Control |
| MINNICK, JAMES EDWARD | I | LOVELL MINNICK EQUITY PARTNERS, LP | F | Control |
| MINNICK, JAMES EDWARD | I | LOVELL MINNICK EQUITY PARTNERS, LP | F | Control |
| MINNICK, JAMES EDWARD | I | LOVELL MINNICK EQUITY PARTNERS, LP | F | Control |
| MINNICK, JAMES EDWARD | I | PUTNAM LOVELL EQUITY PARTNERS LP | F | Control |
| POWELL, JEFFREY ELDON | I | J.E. POWELL, LLC | E | Control |
| POWELL, JEFFREY ELDON | I | J.E. POWELL, LLC | E | Control |
| POWELL, JEFFREY ELDON | I | J.E. POWELL, LLC | E | Control |
| POWELL, JEFFREY ELDON | I | J.E. POWELL, LLC | E | Control |
Registrations
Federal
IA
Oct 22, 2003 REGISTERED
Address
3322 WEST END AVENUENINTH FLOOR
NASHVILLE, TN 37203
USA
Phone: 615-277-7000