Duncan-Williams, Inc.

Corporation Service Company Registered Agent	300 DESCHUTES WAY SW STE 208 MC-CSC1, TUMWATER, WA 98501
Duncan Williams Governor	6750 POPLAR AVE STE 300, MEMPHIS, TN 38138
Jim Pauline Governor	6750 POPLAR AVE STE 300, MEMPHIS, TN 38138
Demetri Patikas Governor	6750 POPLAR AVE STE 300, MEMPHIS, TN 38138
Debbie Smith Governor	6750 POPLAR AVE STE 300, MEMPHIS, TN 38138
Frank Reid Governor	6750 POPLAR AVE STE 300, MEMPHIS, TN 38138
Don Clanton Governor	6750 POPLAR AVE STE 300, MEMPHIS, TN 38138

6750 POPLAR AVE STE 300, MEMPHIS, TN 38138 View Map

Form 5500

6750 Poplar Avenue, Suite 300, Germantown, Tn 38138 (901) 260-6800 EIN:62-0804968 Plan Admin:Frank Reid

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameDUNCAN-WILLIAMS, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY109 / 0 Assets BOY/EOY$14,537,776 / $0	2021	DUNCAN-WILLIAMS, INC. RETIREMENT SAVINGS PLAN - Plan #001	109 / 0	$14,537,776 / $0
2020	Plan NameDUNCAN-WILLIAMS, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY115 / 109 Assets BOY/EOY$12,680,695 / $14,537,776	2020	DUNCAN-WILLIAMS, INC. RETIREMENT SAVINGS PLAN - Plan #001	115 / 109	$12,680,695 / $14,537,776
2019	Plan NameDUNCAN-WILLIAMS, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY81 / 114 Assets BOY/EOY$11,683,004 / $12,680,695	2019	DUNCAN-WILLIAMS, INC. RETIREMENT SAVINGS PLAN - Plan #001	81 / 114	$11,683,004 / $12,680,695

Benefit & Retirement Plans based on Form 5500.

PPP Loans

6750 POPLAR AVE Suite 300, MEMPHIS, TN 38119-5644

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$1,396,700 Forgiven$467,994 LenderEvolve Bank and Trust Jobs83	04/07/2020	$1,396,700	$467,994	Evolve Bank and Trust	83

PPP Loans based on Paycheck Protection Program.

Address Match:6750 Poplar Ave Memphis, TN

Ak Employer Services, LLC Registered in North Dakota	Bismarck, ND Memphis, TN	View Report
Ak Hro, LLC Registered in Tennessee	Memphis, TN Nashville, TN	View Report
Williams Asset Management, Inc. Registered in Tennessee	Memphis, TN	View Report
Williams Holding Company Registered in Tennessee	Memphis, TN	View Report
Williams Properties, Inc. Registered in Tennessee	Memphis, TN	View Report
Ak Employer Services, LLC Registered in Idaho	Memphis, TN	View Report
Ab7g, LLC Registered in Florida	Memphis, TN	View Report
Ab9g, LLC Registered in Florida	Memphis, TN Niceville, FL	View Report
Arcadian Corporation Registered in Florida	Memphis, TN	View Report
Arcadian Corporation Registered in Oregon	Memphis, TN Salem, OR	View Report
Arcadian Corporation Registered in Florida	Memphis, TN	View Report
Samco Capital Mortgage Conduit, LLC Registered in Florida	Dallas, TX Memphis, TN	View Report
Aestheticare Laser & Medical Spa, LLC Registered in Tennessee	Cordova, TN Memphis, TN	View Report
Awg Liquidating, Inc. Registered in Tennessee	Memphis, TN	View Report
Global Consulting,LLC. Registered in Tennessee	Memphis, TN	View Report
Inventivdata LLC Registered in Tennessee	Memphis, TN	View Report
Cohen Southwind LLC Registered in Tennessee	Memphis, TN Nashville, TN	View Report
Glidewell Management Corp. Registered in Tennessee	Memphis, TN Nashville, TN	View Report
Shoppes of Wolfchase II, LLC Registered in Tennessee	Memphis, TN Nashville, TN	View Report
Triazone Corporation Registered in Tennessee	Memphis, TN Nashville, TN	View Report

Address Match:6750 Poplar Ave Ste 300 Memphis, TN

Duncan-Williams, Inc. Registered in Ohio	Memphis, TN Upper Arlington, OH (1 more)	View Report
E-D Capital, Inc. Registered in Tennessee	Memphis, TN	View Report
Southstate\|duncanwilliams Securities Corp. Registered in California	Encino, CA Memphis, TN	View Report
Duncan-Williams, Inc. Registered in Georgia	Memphis, TN Peachtree Corners, GA	View Report
Southstate\|duncanwilliams Securities Corp. Registered in North Carolina	Memphis, TN Raleigh, NC	View Report
Southstate\|duncanwilliams Securities Corp. Registered in Alabama	Memphis, TN Montgomery, AL	View Report
Southstate\|duncanwilliams Securities Corp. Registered in Colorado	Germantown, TN Littleton, CO (1 more)	View Report
Duncan-Williams, Inc. Registered in Oregon	Memphis, TN	View Report
Duncan-Williams, Inc. Registered in Virginia	Memphis, TN Richmond, VA	View Report
Duncan-Williams, Inc. Registered in Massachusetts	Memphis, TN	View Report
Pinnacle Brokerage Service, Inc. Registered in Tennessee	Memphis, TN Nashville, TN	View Report
Countryview, Inc. Registered in Tennessee	Memphis, TN Nashville, TN	View Report
Sor, LLC Registered in Tennessee	Memphis, TN Nashville, TN	View Report
E-D Capital, Inc. Registered in Montana	Kalispell, MT Memphis, TN	View Report
Southstate\|duncanwilliams Securities Corp. Registered in Mississippi	Memphis, TN	View Report
Duncan-Williams, Inc. Registered in California	Memphis, TN Sacramento, CA	View Report
Duncan-Williams, Inc. Registered in Missouri	Germantown, TN Memphis, TN	View Report

Person/City Match:Duncan Williams - Memphis, TN

Southstate\|duncanwilliams Securities Corp. Registered in New York	Albany, NY	View Report
Duncan Franklin, Inc. Registered in Mississippi	Memphis, TN	View Report
Jim & Duncan, Inc. Registered in Mississippi	Rosedale, MS Shelby, MS	View Report
Jon & Duncan, Inc. Registered in Mississippi	Memphis, TN Shelby, MS	View Report
Workman & Williams, Inc. Registered in Mississippi	Minter City, MS Shelby, MS	View Report
Duncan Williams Farm, Inc. Registered in Mississippi	Memphis, TN	View Report
Two Two Farm, Inc. Registered in Mississippi	Memphis, TN	View Report
Williams Mississippi Farm, Inc. Registered in Mississippi	Memphis, TN	View Report
Duncan-Williams, Inc. Registered in Minnesota	Paul, MN	View Report
The Williams, Stafford, Perkinson Group, Inc. Registered in Florida	Destin, FL Memphis, TN	View Report
Stewart Investment Corporation Registered in Tennessee	Memphis, TN	View Report
Stewart Investment Corporation Registered in Tennessee	Memphis, TN	View Report
Duncan-Williams, Inc. Registered in Mississippi	Memphis, TN	View Report

Person/City Match:Demetri Patikas - Memphis, TN

Patikas Family Investments, L.P. Registered in Tennessee	Memphis, TN		View Report

Person/City Match:Frank Reid - Memphis, TN

Duncan-Williams, Inc. Registered in Florida	Memphis, TN Tallahassee, FL	View Report
The C.E. Meyer - Reid Corporation Registered in Tennessee	Memphis, TN	View Report
Duncan-Williams, Inc. Registered in Florida	Largo, FL	View Report
Frank E. Reid and Company Alarms Limited Registered in Tennessee	Memphis, TN	View Report

The following government agencies have contributed data:

Washington Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary