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4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-09-28 |
Branch Locations
4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Net | New York | NY | 09/2016 | 10/2016 |
| Unemployed | New York | NY | 11/2016 | 02/2017 |
| Ubs | Nashville | TN | 02/2017 | 10/2020 |
| Capwealth Advisors, Llc | Nashville | TN | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-22 |
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