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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Defenders | Newport | KY | 02/2020 | 07/2020 |
| The Vitamin Shoppe | Cincinnati | OH | 07/2018 | 10/2019 |
| Infinit Nutrition | Blue Ash | OH | 03/2016 | 07/2018 |
| Fidelity Investments | Covington | KY | 01/2021 | Present |
| Boot Barn | Mason | OH | 08/2020 | 12/2020 |
| Buffalo Wild Wings | Kenwood | OH | 10/2019 | 02/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-12 |
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