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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmc Pro | Tracy City | TN | 09/2009 | Present |
| Brookstone Capital Management, Llc | Murfreesboro | TN | 06/2015 | 01/2017 |
| First American National Investment Advisors, Llc | Nashville | TN | 02/2017 | 05/2017 |
| Horter Investment Management | Cincinnati | OH | 05/2017 | 03/2019 |
| Assurance Financial Partners | Franklin | TN | 06/2017 | 03/2019 |
The Name of the other business: CMC Pro (my Medicare biz) Investment Related?: Yes Address of other business: Lascsass, TN Nature of other business: Senior benefits/ Medicare Your position: Marketing Director Start Date: 2011 How many hours you devote to the other business per month: 60 hours How many hours you devote to the other business during securities trading hours: 3 hours Briefly describe your duties: create marketing channels/ advise senior clients on benefits available. Insurance and annuity sales The Name of the other business: Assurance Financial Partners Investment Related?: yes Address of other business: 348 Cool Springs Blvd, Franklin, TN 37067 Nature of other business: Financial Advisors Your position: Financial Advisor Start Date: June/ 2017 How many hours you devote to the other business per month: 60 hours How many hours you devote to the other business during securities trading hours: 3 hours Briefly describe your duties: financial advising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-19 |
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