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801 Cherry Street Ste 2310, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-04-14 |
| OH | RA | APPROVED | 2023-03-21 |
Branch Locations
3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
801 Cherry Street Ste 2310, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen | Chicago | IL | 10/2006 | 01/2020 |
| Nuveen Asset Management, Llc | Chicago | IL | 09/2011 | 01/2020 |
| Cnl | Orlando | FL | 01/2020 | 12/2022 |
| Cnl Educational Institute, Llc | Orlando | FL | 01/2020 | 01/2023 |
| Baynes Investment Counsel Llc | Mason | OH | 03/2023 | Present |
(1) Owner and Authorized Person, Red Bird Rentals LLC, rental property located in Florida. Own vacation property which we sometimes rent out while not occupying. (2) Independent licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-24 |
| S66 | Uniform Combined State Law Examination | 2004-03-04 |
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