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4533 Papermill Drive Suite 107, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-14 |
| TX | RA | APPROVED_RES | 2025-09-26 |
| TN | RA | APPROVED | 2025-04-14 |
Branch Locations
4533 Papermill Drive Suite 107, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Knoxville | TN | 01/2021 | 03/2025 |
| Nylife Securities Llc | Knoxville | TN | 05/2021 | 04/2025 |
| Johnson University | Knoxville | TN | 01/2019 | 12/2024 |
| Old North Abbey | Knoxville | TN | 04/2021 | Present |
| Laurel Church Of Christ | Knoxville | TN | 08/2018 | 05/2020 |
| Boston College | Chestnut Hill | MA | 08/2013 | 05/2018 |
| Eagle Strategies Llc | Knoxville | TN | 08/2023 | 04/2025 |
| Shepherd'S Financial, Llc | Knoxville | TN | 08/2023 | Present |
| Lawn Ninjas | Camden | TN | 06/2020 | 07/2020 |
| Hunter Custom Carpentry | Knoxville | TN | 08/2020 | 03/2021 |
| Shepherd'S Tax Service | Knoxville | TN | 01/2025 | Present |
| Shepherd'S Financial, Llc | Knoxville | TN | 04/2025 | Present |
[Old North Abbey; part of the clergy of the church; 10 hours per month, 0 during securities trading hours; 2537 Fairmont Blvd Knoxville, TN 37917; Salary; teaching the Christian Bible and Theology; started 04/2021; non-investment related] [Author/speaker; Religious Text; To date, I have written two academic books, one for Hendrickson Publishers (2020) and the other for De Gruyter (2021) for which I receive royalties once a year. Currently, I am working on two more academic book, one for Eerdmans Publishers and the other for Hendrickson Publishers. Once this books are finished, which will be in 2025 and 2030, then I will begin to receive yearly royalties from them; 1636 Edgewood Ave Knoxville TN 37917; start 01/2021; 10 hours per month, 0 hours during securities trading hours; non-investment related] [ SHEPHERD'S FINANCIAL, LLC; Insurance and annuity product sales; Knoxville TN 37919; Start Date 08/2023; Role/Title: Owner/Insurance Agent; Investment Related; 40 hours per month; 6 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-15 |
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