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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-20 |
| TN | RA | APPROVED | 2023-12-04 |
Branch Locations
1802 Williamson Ct. Ste. 101, Brentwood, TN 37027 • United States
80 State Street, Albany, NY 12207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Brentwood | TN | 10/2019 | 05/2022 |
| Primerica Financial Services | Brentwood | TN | 10/2019 | 05/2022 |
| Live 2 Dance | Nashville | TN | 08/2015 | 10/2019 |
| Salesteampro | Nashville | TN | 04/2020 | Present |
| Terra Wealth Management, Llc | Brentwood | TN | 07/2022 | 11/2023 |
| Pks Advisory Services, Llc Dba Roy Matlock Jr. Advisory | Brentwood | TN | 11/2023 | Present |
1) Insurance Sales, Same Address, Investment Related, Appx. 10% of time during the month. 2) Independent Ballroom Dance Instructor, Non-Investment Related, 4928 Edmonson Pk, Nashville, TN. 3721, Private dance lessons, Dance Instructor, 01/2022, Appx. 15 Hrs/Mnth, Teaches dance steps and choreography, dances and performs with students. 3) Sales Team Pro, Non-Investment Related, Nashville, TN, Assists with various technology, graphics, and webinar trainings, Webinar Coordinator, 04/2020, Appx. 40 Hrs/Mnth, Starts and ends training webinars, organizes and communicates with panelists, creates slideshows and announcement graphics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-06 |
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