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9020 Overlook Blvd. Ste 310, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-06 |
Branch Locations
9020 Overlook Blvd 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Brentwood | TN | 12/2014 | 12/2019 |
| Mml Investors Services | Brentwood | TN | 01/2015 | 12/2019 |
| Advisory Services Network, Llc | Atlanta | GA | 12/2019 | Present |
| Intentional Wealth Planning | Brentwood | TN | 08/2026 | Present |
Douglas Vowels: actor since July 2026. Time spent: 1 hr/month, all during trading hours. Not an investment related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-28 |
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