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109 West Park Drive Suite 120, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| TN | RA | APPROVED | 2025-09-03 |
Branch Locations
109 West Park Drive Suite 120, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 11/2012 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 09/2025 |
| Highmark, Llc | Brentwood | TN | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Brentwood | TN | 01/2012 | 10/2017 |
independent insurance agent; 611 Hunters Lane, Brentwood, TN 37027; investment related; selling insurance products; 10 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-07 |
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