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230 Franklin Rd Building 2B, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-19 |
| SC | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
North Charleston, SC • United States
230 Franklin Rd Building 2B, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2020 | 10/2021 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
| Doordash | Columbia | SC | 07/2020 | 08/2020 |
| Virginia Swim Camp | Fork Union | VA | 06/2017 | 06/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 10/2021 | 12/2022 |
| The Vanguard Group, Inc. | Charlotte | NC | 12/2022 | 12/2023 |
| Advisor Share Wealth Management Llc | Vancouver | WA | 04/2025 | 10/2025 |
| Foundations Investment Advisors | Lake Mary | FL | 02/2024 | 04/2025 |
| Strategic Wealth Partners, Llc | Franklin | TN | 10/2025 | Present |
Independent Insurance Agent - approximately 20 hours per month with some during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-24 |
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