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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-11 |
| TN | RA | APPROVED | 2025-07-11 |
Branch Locations
840 Apollo Suite 279, El Segundo, CA 90245 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Office Depot | Brentwood | TN | 05/2016 | 02/2017 |
| N/A | Smyrna | TN | 02/2020 | 07/2020 |
| World Financial Group | Johns Creek | TN | 03/2017 | 05/2020 |
| 49 Financial | Austin | TX | 05/2020 | 02/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2020 | 01/2024 |
| Brentwood Academy | Brentwood | TN | 06/2013 | 05/2017 |
| Thrivent Advisor Network, Llc | Smyrna | TN | 03/2021 | 12/2022 |
| 49 Wealth Management Llc | Austin | TX | 01/2023 | 02/2025 |
| Atfs Advisers Llc | Frisco | TX | 02/2025 | Present |
1) Synergy Private LLC. Not Investment Related. 254 Chapman Rd. Suite 209 Newark, DE 19702. Business Consulting. Co-Founder/Partner. 3/14/2023. Hrs/month 50 with 10 during trading hours. Client consulting, lifestyle coordination, operations, billing and corporate financial management. 2) VOT Group LLC. Investment Related - No. At Registered Location. Public Speaking. Principal. 08/01/2023. 5 hours. 1 hour. Public speaking, consulting to individuals and businesses, organizing events, and administrative duties 3 )Sole Member of Synergy Private Advisors LLC used for marketing and branding of financial services; Start date: 12/1/2022; Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-21 |
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