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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
418 East Railroad Ave., Leesville, SC 29070 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2014 | 09/2020 |
| Ameriprise Financial Services, Llc | Aiken | SC | 09/2020 | Present |
| &Partners | Nashville | TN | 02/2026 | Present |
B-L GREENLAWN LLC POSITION: Owner NATURE: LLC holding company for a partnership with Douglas Bruner that our investment firm is paid through. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 09/04/2020 ADDRESS: Leesville SC 29070, United States DESCRIPTION: Manage clients investment accounts and perform financial planning. BARNES & ASSOCIATES CPA, LLC POSITION: Owner NATURE: CPA, Tax Practice business. Prepare various tax returns that include forms 1040, 1120, 1065. Also prepare sales and payroll tax reports for business clients. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2022 ADDRESS: Leesville SC 29070, United States DESCRIPTION: Owner of the business and tax preparer during tax season. TWIN CITY STORAGE LLC POSITION: Owner NATURE: Self Automated storage unit business. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2025 ADDRESS: Leesville SC 29070, United States DESCRIPTION: Record keeping and bank reconciliation. BARPORT HOLDINGS LLC POSITION: Owner NATURE: LLC established to hold a private investment. Partnership in commercial storage unit complex in NC through a private placement investment group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: Lexington, SC 29072, United States DESCRIPTION: 50% partner in LLC through private placement investment. No daily obligations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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