Chevonne W. Farler

TBH GLOBAL ASSET MANAGEMENT

Brentwood, TN 37027

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CRD#: 5050811

Professional summary

Chevonne Wrenn Farler, who also goes by Chevonne Marie Wrenn, is a registered financial advisor currently at TBH GLOBAL ASSET MANAGEMENT, LLC located in Brentwood, Tennessee and INDEPENDENCE CAPITAL CO., INC. located in Parma, Ohio.

Chevonne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Chevonne has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chevonne Marie Wrenn

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.

Insurance Agent. Sell fixed life & annuities, health, disability and long term care insurances. 6 Cadillac Drive Suite 300, Brentwood TN 37027. Started 5/18/2016. 10 hrs/month. Compensation: Commission IAR for THB Advisors a RIA FEE based compensation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chevonne Wrenn Farler'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

December 2, 2022 - Present

TBH GLOBAL ASSET MANAGEMENT, LLC

Office #1: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027

RIA

CRD#: 145536

Brentwood, TN

Current

January 24, 2022 - Present

INDEPENDENCE CAPITAL CO., INC.

Office #1: 5579 Pearl Road, Suite 100, Parma, OH 44129

RIA

CRD#: 24723

Parma, OH

Past

January 13, 2022 - December 31, 2022

TBH ADVISORS, LLC

RIA

CRD#: 226555

BRENTWOOD, TN

Past

January 14, 2019 - January 14, 2022

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

FRANKLIN, TN

Past

January 3, 2019 - January 14, 2022

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

FRANKLIN, TN

Past

December 12, 2012 - December 5, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FRANKLIN, TN

Past

December 7, 2012 - December 5, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NASHVILLE, TN

Past

August 10, 2009 - November 15, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FRANKLIN, TN

Past

August 4, 2009 - November 15, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRANKLIN, TN

Past

February 15, 2006 - July 28, 2009

&PARTNERS

RIA

CRD#: 3767

NASHVILLE, TN

Past

January 18, 2006 - July 28, 2009

&PARTNERS

CRD#: 3767

NASHVILLE, TN

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".

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536 / SEC#: 801-68624

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

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.

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

Tennessee
(1/24/2022)

IAR

Tennessee
(12/2/2022)

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

IAR

Series 66

Date: 2/4/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/5/2017

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

Current Firm

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536 / SEC#: 801-68624

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

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Contact information

Main Address

6 Cadillac Dr. Suite 300, Brentwood, TN 37027

Mailing Address

Phone number

(615) 690-4820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TBH GLOBAL ASSET MANAGEMENT LLC BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	3,627
AUM (Assets Under Management)	$ 1,274,662,966

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2025	Cover Page	Report
03/28/2024	Cover Page	Report
02/27/2023	Cover Page	Report

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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Firm Stability Insights

Chevonne W. Farler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chevonne Wrenn Farler's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENCE CAPITAL CO., INC.

TBH ADVISORS, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

&PARTNERS

&PARTNERS

Primary Firm SEC Registration

TBH GLOBAL ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/17/2006

Series 10

Date: 8/5/2017

FINRA

Current Firm

TBH GLOBAL ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TBH GLOBAL ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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