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751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-02-05 |
Branch Locations
751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carr, Riggs & Ingram | Mobile | AL | 01/2019 | 04/2021 |
| Associated Bookkeeping & Tax Service | Mobile | AL | 08/2018 | 12/2018 |
| Eliza Coffee Memorial Hospital | Florence | AL | 05/2018 | 07/2018 |
| Spring Hill College | Mobile | AL | 08/2015 | 05/2019 |
| Kestra Investment Services, Llc | Mobile | AL | 04/2021 | 05/2023 |
| Beacon Capital Management | Franklin | TN | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
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