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335 Madison Ave., Suite 5H, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-03 |
| TN | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
Bartlett, TN • United States
5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-31 |
Branch Locations
5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fruitful | New York | NY | 05/2026 | Present |
| Minnesota Life Insurance Company | Germantown | TN | 06/2020 | 08/2023 |
| Securian Financial Services Inc | Germantown | TN | 05/2020 | 08/2023 |
| Shoemaker Financial | Germantown | TN | 06/2020 | 09/2023 |
| Promise Academy Spring Hill | Memphis | TN | 07/2017 | 06/2020 |
| Frayser Achievement Elementary School | Memphis | TN | 07/2014 | 07/2017 |
| Target | Memphis | TN | 02/2020 | 08/2020 |
| Cetera Advisor Networks Llc | Germantown | TN | 08/2023 | 09/2023 |
| Cetera Investment Advisers Llc | Germantown | TN | 08/2023 | 09/2023 |
| Massmutual Life Insurance Company | Memphis | TN | 09/2023 | 07/2024 |
| Mml Investors Services Llc | Memphis | TN | 09/2023 | 07/2024 |
| Envision Financial Planning | Memphis | TN | 07/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
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