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12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-18 |
Branch Locations
2550 Meridian Blvd. Suite 200, Franklin, TN 37067 • United States
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Brentwood | TN | 04/2015 | 03/2018 |
| Wells Fargo Clearing Services, Llc. | Hermitage | TN | 06/2018 | 02/2024 |
| Wells Fargo Bank Na | Hermitage | TN | 06/2018 | 02/2024 |
| Financial & Tax Architects, Llc | Franklin | TN | 10/2024 | Present |
| Advisormax, Llc | Franklin | TN | 10/2024 | Present |
| Wesley Financial Group | Franklin | TN | 10/2024 | 10/2024 |
| No Employment | Franklin | TN | 02/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-10 |
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