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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-01 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
1326 Dowell Springs Boulevard, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Memphis | TN | 03/2010 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 04/2022 |
| Northwestern Mutual Investment Services Llc | Knoxville | TN | 03/2021 | 04/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2021 | 04/2022 |
| Merrill Lynch | Knoxville | TN | 05/2022 | 11/2025 |
| D&S Community Services: | Alcoa | TN | 05/2018 | 05/2019 |
| Maryville Corner Market | Maryville | TN | 06/2017 | 05/2018 |
| Bank Of America, N.A. | Knoxville | TN | 09/2022 | 11/2025 |
| Eversource Wealth Advisors, Llc | Knoxville | TN | 12/2025 | Present |
I"988354", Name of OBA: Rental Property 1, Address: Nashville, Tennessee, Investment Related: N, Position, Title: Co-owner with other family members, Employee Start Date: 10/1/2022, No Hours: 0, Monthly No Hours during trading: 0, Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-26 |
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