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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED_RES | 2025-10-20 |
Branch Locations
1635 Huntsville Highway, Fayetteville, TN 37334 • United States
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Fayetteville | TN | 11/2007 | 07/2025 |
| Heritage Wealth Management, Llc | Manchester | TN | 10/2019 | 10/2025 |
| Lpl Financial Llc | Chipley | FL | 07/2025 | Present |
| Verus Capital Partners, Llc | Fayetteville | TN | 10/2025 | Present |
1. 07/2025 - Southern Heritage Financial Group - DBA for LPL Business (entity for LPL business) - Fayetteville, TN - INV REL - Start Date 07/11/2025 - 150hrs/mth | 110hrs during trading 2. 07/2025 - Southern Heritage Financial Group - Non-Variable Insurance - Fayetteville, TN - INV REL - Start Date 07/11/2025 - 10hrs/mth | 10hrs during trading 3. 07/2025 - Florida College - Director of Planned Giving - Outside/W-2 Employment - Involved in Fundraising - Tampa, FL - NOT INV REL - Start Date 01/15/2020 - 80hrs/mth | 20hrs during trading 4. 10/2025 - Verus Capital Partners, LLC.. Investment Related. Fayetteville, TN. Investment Advisor Representative. Start Date 10/2025 - 150hrs/mth | 110hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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