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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hays Advisory, Llc | Brentwood | TN | 06/2016 | 02/2017 |
| Northern Lights Distributors, Llc | Omaha | NE | 07/2016 | 02/2017 |
| Premise Health Incorporated | Brentwood | TN | 02/2017 | 04/2018 |
| Pinnacle Family Advisors, Llc | Springfield | MO | 05/2018 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 04/2018 | Present |
| Alliancebernstein Investments, Inc. | Nashville | TN | 03/2019 | Present |
Count: 1 1) BusinessName: Dana Olsen INVESTMENT RELATED: No ADDRESS: 314 Duke St, Nashville, TN 37207 NATURE OF BUSINESS: AI agent based budget app focused on 1099 income and expense tracking. POSITION: Delvoper RELATIONSHIP: 2026-05-01 APPROXIMATE NUMBER HOURS: 10 hours/month, 0 hours during trading hours YOUR DUTIES: I will potentially be involved in volunteer/dev work, I am involved as an opportunity to test agentic AI tools in a functional application.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-08 |
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