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800 South Gay Street Suite 700, Knoxville, TN 37929 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-23 |
| CA | RA | APPROVED | 2026-04-20 |
| TN | RA | APPROVED | 2022-09-26 |
Branch Locations
800 South Gay Street Suite 700, Knoxville, TN 37929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nomad Financial Advisors Llc | Knoxville | TN | 06/2022 | Present |
| Olson Pllc | Knoxville | TN | 09/2021 | 03/2025 |
| Us International Development Finance Corporation | Washington | DC | 07/2020 | 08/2021 |
| Latitude Tennessee | Franklin | TN | 07/2019 | 06/2020 |
| Ubs Investment Bank And Ubs Wealth Management | Nashville | TN | 09/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-03 |
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