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101 Jefferson Drive, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-04 |
Branch Locations
101 Jefferson Drive, Menlo Park, CA 94025 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proffitt & Goodson Inc. | Knoxville | TN | 06/2020 | 06/2021 |
| Master's Investment Learning Center - University Of Tennessee | Knoxville | TN | 01/2018 | 05/2020 |
| Pultegroup, Inc. | Franklin | TN | 05/2019 | 08/2019 |
| Foot Locker, Inc. | Knoxville | TN | 05/2017 | 05/2019 |
| N/A | Knoxville | TN | 09/2016 | 04/2017 |
| Proffitt & Goodson Inc. | Knoxville | TN | 06/2021 | 03/2024 |
| Sage Rhino Capital, Llc | Menlo Park | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-22 |
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