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10 Burton Hills Blvd. Suite 400, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-12-03 |
| TN | RA | APPROVED | 2021-12-02 |
| TX | RA | APPROVED | 2021-10-28 |
Branch Locations
10 Burton Hills Blvd. Suite 400, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Arlington | TX | 02/2014 | 10/2021 |
| Jpmorgan Chase Bank Na | Arlington | TX | 02/2014 | 10/2021 |
| Worthview Capital Management Llc | Nashville | TN | 10/2021 | Present |
Entity Name: Adventure Science Center Investment related: Yes Address: 800 Nashville, TN Nature of the other business: Science Museum Position/Title/Relationship: Member of the Finance Committee Start Date: 01-Jul-2019 Approximate # of hours a month: 1 to 2 hours per quater Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Member of the Finance Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-07 |
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