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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
751 Cool Springs Blvd, Suite 200, Franklin, TN 37067 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympus America | Nashville | TN | 01/2007 | 01/2026 |
| Ameriprise Financial Services, Inc. | Franklin | TN | 10/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | 01/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Advisors | New Orleans | LA | 01/2026 | Present |
1. Term Life Insurance OBA*No Invest*Franklin, TN*insurance agency, life insurance*2/26/26*Financial Advisor*offer fixed, term life insurance options to clients*10 Hrs trade/0 Non trade 2.Fixed Index Annuity Business*No Invest*Franklin, TN *insurance agent for Fixed Index Annuity contracts*1/23/26*Financial Advisor*provide consultation to current clients who hold Fixed Index Annuity contracts*2Hrs trade/0 Non trade 3. Term Life Insurance OBA* No Invest*Franklin, TN *insurance agency, life insurance*sole proprietorship*2/26/26*sole proprietorship*offer fixed, term life insurance options to clients*10 Hrs trade/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
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