Jeremy Tate Corley | Financial Professional | Clarksville, Tennessee | CSENGE ADVISORY GROUP, LLC

Professional summary

Jeremy Tate Corley, who also goes by Jeremy T Corley, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Clarksville, Tennessee and INTEGRITY ALLIANCE, LLC. located in Clarksville, Tennessee.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeremy has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy T Corley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SAWGRASS PROPERTIES; NO; 1820 MEMORIAL DR STE 201, CLARKSVILLE TN 37043; OWNER; START DATE: 01-SEP-2014; 1; 0; OWNS OFFICE BUILDING WE LEASE SPACE FROM. 2) CORLEY & KENT LLP POSITION: Owner NATURE: financial advisory and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/02/2010 ADDRESS: 1820 memorial Dr, Ste 201, CLARKSVILLE TN 37043, United States DESCRIPTION: financial advisor 3) COMPASS ADVISORY PARTNERS LLC POSITION: Consultant NATURE: ORIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/02/2010 ADDRESS: 1820 memorial Dr, Ste 201, CLARKSVILLE TN 37043, United States DESCRIPTION: financial advisor 4) CSENGE ADVISORY GROUP POSITION: Consultant NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/03/2022 ADDRESS: 1820 Memorial Dr, Ste 201, Clarksville TN 37043, United States DESCRIPTION: manage client assets

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Tate Corley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 17, 2022 - Present

CSENGE ADVISORY GROUP, LLC

Office #1: 1820 Memorial Drive Suite 201, Clarksville, TN 37043

RIA

CRD#: 131167

CLARKSVILLE, TN

Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 1820 Memorial Drive Suite 201, Clarksville, TN 37043

RIA

BD

CRD#: 139627

CLARKSVILLE, TN

Past

June 3, 2022 - November 3, 2025

LION STREET FINANCIAL, LLC

BD

CRD#: 165828

CLARKSVILLE, TN

Past

March 3, 2010 - March 27, 2025

COMPASS ADVISORY PARTNERS LLC

RIA

CRD#: 119377

CLARKSVILLE, TN

Past

March 2, 2010 - June 7, 2022

FSC SECURITIES CORPORATION

BD

CRD#: 7461

CLARKSVILLE, TN

Past

February 9, 2004 - March 1, 2010

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

CLARKSVILLE, TN

Past

December 1, 2001 - March 1, 2010

U.S. BANCORP INVESTMENTS, INC.

BD

CRD#: 17868

CLARKSVILLE, TN

Past

February 1, 2001 - December 1, 2001

FIRSTAR INVESTMENT SERVICES,INC.

BD

CRD#: 14536

MORRIS PLAINS, NJ

Past

June 1, 1999 - February 9, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alabama
(11/3/2025)

RR

Georgia
(11/3/2025)

RR

Illinois
(11/3/2025)

RR

Kentucky
(11/3/2025)

RR

Missouri
(11/3/2025)

RR

North Carolina
(11/3/2025)

IAR

Tennessee
(6/17/2022)

RR

Tennessee
(11/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 7/21/1999

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 5/28/1999

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4755 East Bay Drive, Clearwater, FL 33764

Mailing Address

Phone number

(727) 437-6000

Established

Firm type

Fiscal year end

# of Employees

79

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAG WRAP FEE PROGRAM (3/25/2025)

CAG ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	14,643
AUM (Assets Under Management)	$ 2,882,684,461

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeremy T. Corley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Tate Corley's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

LION STREET FINANCIAL, LLC

COMPASS ADVISORY PARTNERS LLC

FSC SECURITIES CORPORATION

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

FIRSTAR INVESTMENT SERVICES,INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CSENGE ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/1999

SIE

Date: 10/1/2018

Series 7

Date: 5/28/1999

FINRA

Current Firm

CSENGE ADVISORY GROUP, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CSENGE ADVISORY GROUP, LLC

TRUST BUT VERIFY

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