The arbiters of the Certified Financial Planner designation last week said they and local investment manager Kay Quinn in April agreed to a settlement that suspended Quinn's right to use the CFP mark until next January. At issue are a handful rules and ethics transgressions, including advising 55 Quinn Financial Partners clients to invest in a real estate securities that weren't registered for sale in Tennessee — for which the state's Department of Commerce and Insurance censured Quinn in 2013. Read the CFP Board's full release here and check out the 2013 state case against Quinn here.
The Nashville office of BKD has moved to Two American Center from One American Center in the West End corridor, the company announced today in a release.
The move of the local office of the Springfield, Missouri-based accounting and advisory firm is effective today, according to David Tate, managing partner of BKD’s Kentucky-Southern Indiana-Tennessee practice unit.
Jim Regnier (pictured), partner in charge of BKD’s Nashville operations, said growth is “always our goal.” The firm operates 34 offices in 15 states.
“Growth is most rewarding when it happens through organic expansion of our client base,” Regnier said. “That’s the reason for our expansion in Nashville. We look forward to continuing to provide our signature brand of unmatched client service to our clients in Tennessee and the surrounding area.”
The new office address will have an address of 3102 West End Ave., Suite 1050. The office phone and fax numbers will remain the same.
In 2014, BDK reported revenues of $475 million and approximately 2,250 personnel, including roughly 260 partners.
Nashville-area homeowners continued to improve their financial standing in June: The 90-day delinquency rate among mortgage borrowers ticked down to 2.35 percent, half a point below where it was at the end of 2014. Here's how the delinquency and foreclosure rates have fared so far this year. And here's CoreLogic's national report.
POSTDATA: WARRANTY DEEDS