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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-24 |
| SC | RA | APPROVED | 2026-07-02 |
| GA | RA | APPROVED | 2026-06-26 |
| AZ | RA | APPROVED | 2026-06-24 |
| IN | RA | APPROVED | 2026-03-11 |
| KY | RA | APPROVED | 2025-07-22 |
| MS | RA | APPROVED | 2025-06-11 |
| AL | RA | APPROVED | 2025-04-29 |
| DE | RA | APPROVED | 2025-04-03 |
| MD | RA | APPROVED | 2025-02-27 |
| MI | RA | APPROVED | 2025-01-27 |
| CT | RA | APPROVED | 2025-01-21 |
| WY | RA | APPROVED | 2025-01-06 |
| VA | RA | APPROVED | 2025-01-03 |
| CA | RA | APPROVED | 2024-07-10 |
| MN | RA | APPROVED | 2024-04-08 |
| FL | RA | APPROVED | 2024-03-12 |
| PA | RA | APPROVED | 2023-09-08 |
| TN | RA | APPROVED | 2023-08-15 |
Branch Locations
101 Westpark Dr Suite 310, Brentwood, TN 37027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Altoona | PA | 09/2015 | 10/2017 |
| Cetera Investment Advisors Llc | Altoona | PA | 10/2015 | 10/2017 |
| Summit Financial Group Inc | Altoona | PA | 05/2016 | 10/2017 |
| Self- Employed | Altoona | PA | 10/2017 | 12/2022 |
| Oakworth Capital Bank | Brentwood | TN | 12/2022 | 03/2023 |
| Unemployed | Nashville | TN | 03/2023 | 05/2023 |
| Peachtree Planning | Brentwood | TN | 05/2023 | 06/2023 |
| Platinum Music Management | Nashville | TN | 01/2018 | 12/2022 |
| Park Avenue Securities | Brentwood | TN | 06/2023 | Present |
| Guardian Life Insurance | Brentwood | TN | 06/2023 | Present |
1. Board Member-Stronger Than My Father, Start Date: 12/2/2024, Address: 2783 Smith Springs Rd., Nashville, TN 37217, 4 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
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