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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-01 |
Branch Locations
Thompson Station, TN • United States
Shorewood, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Todd Colburn | Nashville | TN | 07/2018 | 03/2020 |
| Paychex | Nashville | TN | 07/2014 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Nashville | TN | 07/2018 | 03/2020 |
| Cap Partners, Llc | Franklin | TN | 03/2020 | 03/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 03/2023 | 07/2025 |
| Wellth Advisory Services, Llc | Shorewood | IL | 10/2025 | Present |
| Strategic Retirement Partners | Shorewood | IL | 10/2025 | Present |
Canterbury HOA Board: Investment Related: No; Homeowners boade; Treasurer; Start:3/1/2022; Hours/Month:2 ; Hours during Market Hours:0 ; Duties: Committee meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-25 |
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