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785 Old Hickory Blvd. Suite 301, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
785 Old Hickory Blvd. Suite 301, Brentwood, TN 37027 • 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 |
|---|---|---|---|---|
| Rockettrader, Inc. Dba Quants Compete, Inc. | Brentwood | TN | 01/2021 | Present |
| Collins Aerospace | Beale Afb | CA | 01/2017 | 03/2021 |
| Phys 101 Llc | Walnut Creek | CA | 08/2013 | 12/2016 |
| Cox Private Capital | Naples | FL | 01/2024 | 02/2025 |
Business Name: BotIQ LLC Investment-Related: No Address: 1059 Middleton Ln, Gallatin, TN 37066 Nature of Business: AI-powered SaaS platform providing automated assistant services (voice agent, appointment booking, cancellation management, and customer engagement) to service businesses. Position/Title: Founder, Chief Executive Officer, and Manager (100% ownership; wholly-owned subsidiary of RocketTrader, Inc.) Start Date: June 2026 Approximate Hours Per Month: 80 hours (approximately 50% of full-time effort) Hours During Securities Industry Trading Hours: ~80 hours (BotIQ development and operations do not follow traditional market trading hours; hours are spread throughout the day/week, aligned with product development and customer onboarding cycles) Brief Description of Duties: Oversee product development, infrastructure, sales strategy, and customer success for the AI assistant platform. Responsibilities include architecture decisions, code review, security implementation, feature prioritization, and direct customer relationship management with initial pilot customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-30 |
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