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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-15 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
256 Seaboard Ln Suite G-102, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Franklin | TN | 09/2018 | 09/2019 |
| The Master's University | Santa Clarita | CA | 09/2017 | 05/2018 |
| Northwestern Mutual | Peoria | IL | 05/2016 | 08/2017 |
| Full-Time College Student | Santa Clarita | CA | 08/2014 | 05/2018 |
| Unemployed | Franklin | TN | 05/2018 | 06/2018 |
| Stonex Securities Inc | Franklin | TN | 09/2019 | Present |
| Stonex Advisors Inc | Franklin | TN | 12/2020 | Present |
1) Trinity Baptist Church 4526 S Carothers Rd Franklin, TN 37064 Nature of Business: I serve on the finance team at the church. I assist with recording and organizing church funds. I have check writing abilities, but two signatures are always required for writing a check. Investment Related: Non-Investment Related Title: Member of Finance Team Duties: I serve on the finance team at the church. I assist with recording and organizing church funds. I have check writing abilities, but two signatures are always required for writing a check. Start Date: 10/29/2019 Approximate Hours Devoted to Business: 10 Approximate Hours Devoted to Business during Market Hours: 0 2) Lion Street Insurance Services, Inc - 515 Congress Suite 2500 Austin, TX 78701 Nature of Business: Insurance brokerage firm that enables me to shop various life, disability, and long-term care carriers and products. Investment Related: Yes Business Position: Insurance Salesman Business Duties: Salesman Business Start Date: 04/27/2022 Approximately one hour spent on this OBA monthly, with .25 hours spent on this OBA during market hours. 3) Oak Crest Financial Partners; Investment related; 1415 Liberty Pike| Franklin, TN 37067; Financial Planning, Investment Management; Financial Services Executive; 08/01/2024; 160 hrs/month during market hours 4) Haven Tax & Advisory - 256 Seaboard Ln, Suite G-102, Franklin TN 37067 Nature of Business: Tax Preparation and Bookkeeping Investment Related: Non-Investment Related Title: Co-Founder, Partner of Advisory & Growth Duties: Business development, tax planning, Start Date: 09/29/2025 Approximate Hours Devoted to Business: 20 Approximate Hours Devoted to Business during Market Hours: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-02 |
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