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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-15 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
801 Sunset Drive Bldg A, Ste 1, Johnson City, TN 37604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ingles Markets | Johnson City | TN | 01/2017 | 05/2021 |
| Unemployed | Anderson | SC | 08/2011 | 01/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2021 | 04/2022 |
| Northwestern Mutual Investment Services Llc | Johnson City | TN | 08/2021 | 04/2022 |
| New York Life | Knoxville | TN | 05/2022 | 10/2023 |
| Food City | Piney Flats | TN | 04/2023 | 04/2023 |
| Allied Dispatch | Johnson City | TN | 10/2023 | 10/2023 |
| Olive Garden | Johnson City | TN | 10/2023 | 12/2023 |
| Swinger Legacy Investments | Johnson City | TN | 10/2023 | 03/2024 |
| Fanatics 101 | Johnson City | TN | 02/2024 | 03/2024 |
| Marmo Financial Group | Johnson City | TN | 04/2024 | 05/2026 |
| Cetera Planning Partners | Leawood | TN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
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