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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
14821 Dayton Pike Ste C, Sale Creek, TN 37373-5752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aperio Insights | Signal Mountain | TN | 05/2019 | 06/2020 |
| United Way Of Greater Chattanooga | Chattanooga | TN | 11/2018 | 05/2019 |
| The Maclellan Foundation | Chattanooga | TN | 06/2011 | 09/2018 |
| Unemployed | Chattanooga | TN | 09/2018 | 11/2018 |
| New York Life Insurance Company | Knoxville | TN | 06/2020 | 03/2025 |
| Eagle Strategies Llc | Signal Mountain | TN | 09/2022 | 03/2025 |
| Edward Jones | St. Louis | MO | 03/2025 | Present |
BNI I Gotta Guy Chapter, SE TN Type: Date: 10/01/24 Title: Mentor Coordinator Trad Hrs: 0 Tot Hrs: 0 Desc: Onboarding new members. City-State: Hixson TN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-06 |
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