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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-08-31 |
Branch Locations
907 University Ave, Fairbanks, AK 99709 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utility Services Of Alaska | Fairbanks | AK | 05/2018 | 11/2018 |
| Beckley Mechanical | North Pole | AK | 05/2019 | 08/2019 |
| Beckley Mechanical | North Pole | AK | 05/2020 | 10/2020 |
| Robinson & Ward P.C | Fairbanks | AK | 10/2020 | 02/2021 |
| Sbs Retirement Consultants | Fairbanks | AK | 02/2021 | 12/2023 |
| University Of Alaska Fairbanks | Fairbanks | AK | 08/2017 | 05/2019 |
| University Of Nevada Las Vegas | Las Vegas | NV | 08/2019 | 05/2020 |
| Fairbanks B.E.S.T Program | Fairbanks | AK | 08/2016 | 05/2017 |
| Commonwealth Financial Network | San Diego | CA | 02/2021 | 09/2022 |
| Commonwealth Financial Network | San Diego | CA | 09/2022 | 12/2023 |
| Commonwealth Financial Network | San Diego | CA | 12/2023 | 08/2026 |
| Sbs Retirement Consultants | Fairbanks | AK | 12/2023 | 08/2026 |
| &Partners | Nashville | TN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
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