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101 Se Parkway Ct Suite 210, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-19 |
Branch Locations
101 Se Parkway Ct Suite 210, Franklin, TN 37064 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Athens | GA | 08/2016 | 04/2017 |
| Full Time Student | Athens | GA | 08/2009 | 05/2017 |
| Vanguard Marketing Corporation | Charlotte | NC | 08/2017 | 10/2019 |
| Northwestern Mutual Investment Services Llc | Nashville | TN | 12/2019 | 01/2026 |
| Northwestern Mutual Life Insurance Company | Nashville | TN | 08/2025 | 01/2026 |
| Retirement Solutions Group, Inc | Franklin | TN | 02/2026 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 10/2019 | 10/2019 |
| Integrum Wealth | Nashville | TN | 09/2024 | 07/2025 |
| Capital Stewardship Partners | Nashville | TN | 10/2019 | 09/2024 |
| Sole Proprietor | Franklin | TN | 02/2026 | Present |
Sole Proprietor; Investment related; Franklin, TN; Insurance sales; insurance agent; started 02/2026; 50% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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