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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
3834 Sutherland Ave., Knoxville, TN 37919 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 06/2020 | 01/2022 |
| Triad Hybrid Solutions | Norcross | GA | 10/2020 | 01/2022 |
| University Of Tennessee | Knoxville | TN | 01/2020 | 05/2020 |
| Tate's School | Knoxville | TN | 05/2015 | 12/2019 |
| Sageview Advisory Group, Llc | Newport Beach | CA | 02/2022 | Present |
| Creative Planning, Llc | Knoxville | TN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
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