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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-20 |
Branch Locations
237 Old Hickory Blvd Ste #100, Nashville, TN 37221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2018 | 10/2018 |
| Student | Nashville | TN | 08/2002 | 12/2017 |
| Unemployed | Nashville | TN | 01/2018 | 05/2018 |
| Fidelity Brokerage Services Llc | Germantown | TN | 10/2018 | 06/2020 |
| Raymond James Financial Services, Inc. | Franklin | TN | 06/2020 | 05/2021 |
| Southwestern Investment Group Support Company/Dba (Non-Owner) | Franklin | TN | 06/2020 | 05/2021 |
| Southwestern Investment Advisory Services, Inc. | Franklin | TN | 06/2020 | 05/2021 |
| Fidelity Investments | Nashville | TN | 06/2021 | 04/2022 |
| Fidelity Investments | Boston | MA | 04/2022 | 03/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
| Wealth Management Group | Nashville | TN | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-10 |
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