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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| NY | RA | APPROVED | 2024-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co. | New York | NY | 02/2021 | Present |
| Joel Isaacson And Co. | New York | NY | 04/2019 | 02/2021 |
| Unemployed | San Luis Obispo | CA | 08/2018 | 04/2019 |
| Carson Wealth | Amarillo | TX | 05/2018 | 08/2018 |
| Student | Oxford | MS | 08/2014 | 05/2018 |
Sweetfeet LLC, Founder, e-commerce sales and in person running events, non investment related, started 9/6/23, 10 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-12 |
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