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10107 Sherrill Blvd, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-12 |
Branch Locations
10107 Sherrill Blvd, Knoxville, TN 37932 • United States
109 Westpark Drive Suite 330, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Santa Barbara | CA | 12/2015 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 12/2015 | 10/2020 |
| U.S. Bank | Nashville | TN | 02/2021 | 05/2022 |
| U.S. Bancorp Investments, Inc. | Nashville | TN | 07/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Nashville | TN | 06/2022 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Nashville | TN | 06/2022 | 08/2023 |
| Unemployed | Nashville | TN | 01/2021 | 01/2021 |
| Kraft Asset Management, Llc | Nashville | TN | 10/2023 | 08/2025 |
| Insight Strategic Wealth Llc | Knoxville | TN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-14 |
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