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250 Forest Avenue, Chattanooga, TN 37405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 02/2021 | 06/2025 |
| The Mann Group | Weaverville | NC | 01/2018 | 09/2020 |
| Run For Your Life | Charlotte | NC | 05/2016 | 05/2017 |
| Unemployed | Charlotte | NC | 05/2017 | 01/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2013 | 12/2017 |
| Unemployed | Charlotte | NC | 10/2020 | 01/2021 |
| Unemployed | Charlotte | NC | 06/2025 | 02/2026 |
| Acumen Wealth Advisors, Llc | Chattanooga | TN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-05 |
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