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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| GA | RA | APPROVED | 2026-01-06 |
| AR | RA | APPROVED | 2025-10-24 |
| MS | RA | APPROVED | 2025-10-24 |
| TN | RA | APPROVED | 2025-10-24 |
Branch Locations
5600 Navy Road, Millington, TN 38053 • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Memphis | TN | 04/2019 | 01/2021 |
| Principal Securities | Cordova | TN | 06/2016 | 04/2019 |
| Unemployed | Germantown | TN | 01/2021 | 05/2021 |
| Valic Financial Advisor, Inc. | Brentwood | TN | 05/2021 | 10/2021 |
| Fidelity Investments | Germantown | TN | 10/2021 | 06/2022 |
| Redhawk Wealth Advisors, Inc. | Minneapolis | MN | 07/2022 | 01/2023 |
| Principal Securities | Cordova | TN | 06/2016 | 04/2019 |
| Td Ameritrade | Memphis | TN | 04/2019 | 01/2021 |
| Valic Financial | Memphis | TN | 06/2021 | 10/2021 |
| Fidelity Investments | Germantown | TN | 11/2021 | 07/2022 |
| Red Hawk Wealth Advisors | Memphis | TN | 07/2022 | 01/2023 |
| Guaranty Private Wealth | Memphis | TN | 01/2023 | 10/2025 |
| Navy Federal Financial Group, Llc | Millington | TN | 10/2025 | Present |
| Navy Federal Investment Services, Llc | Millington | TN | 10/2025 | Present |
Board member; Board member- St. Benedict at Auburndale; Investment Related: No, Cordova TN 38016 USA; Description of the business: Private High School; Responsibilities Duties: Advise on general school operations management; Start date with business: 2023-02-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2013-06-06 |
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