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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
Chattanooga, TN • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
2808 Caroline Street Ste 201-M, Houston, TX 77004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Vienna | VA | 12/2013 | 08/2021 |
| Mml Investors Services | Vienna | VA | 02/2014 | 08/2021 |
| Commonwealth Financial Network | San Diego | CA | 08/2021 | 10/2025 |
| Horizon Advisory Group, Llc | Houston | TX | 08/2021 | Present |
| The Leaders Group Inc. | Summit | NJ | 10/2025 | 10/2025 |
| Savvy | Chattanooga | TN | 10/2025 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1. Independent Insurance Agent - 10/13/2025 - 3556 Sweetshrub Way, Chattanooga, TN 37377 - Independent Insurance Agent, Selling insurance, Not Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours). 2. Horizon Advisory Group - 10/13/2025 - 2808 Caroline Street, Suite 201-M, Houston, TX 77004 - Wealth Manager, managing client relationships, financial planning, Invt Rel, Wealth Management, 160 hrs/mo; 160 hrs/mo (during trading hours). 3. Savvy Wealth - 10/13/2025 - 2808 Caroline Street, Suite 201-M, Houston, TX 77004 - Financial Planner, IAR and Wealth Manager, financial planning, client interaction, wealth management, Invt Rel, 160 hrs/mo; 150 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-27 |
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