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200 Powell Place Suite 215, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-04 |
Branch Locations
200 Powell Place Suite 215, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudent Street Financial Advisors, Llc | Brentwood | TN | 07/2022 | 11/2024 |
| Unemployed | Brentwood | TN | 06/2022 | 06/2022 |
| Indiana University | Bloomington | IN | 08/2021 | 05/2022 |
| Northwestern Mutual | Franklin | TN | 06/2021 | 08/2021 |
| Indiana University | Bloomington | IN | 08/2020 | 05/2021 |
| Unemployed | Brentwood | TN | 06/2020 | 07/2020 |
| Indiana University | Bloomington | IN | 08/2019 | 05/2020 |
| American Insurance Group (Aig) | Sydney | 06/2019 | 08/2019 | |
| Dicks Sporting Goods | Franklin | TN | 06/2018 | 07/2018 |
| Indiana University | Bloomington | IN | 08/2018 | 05/2019 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2018 |
| Miso Japanese Restaurant | Franklin | TN | 05/2017 | 08/2017 |
| Brentwood Academy | Brentwood | TN | 08/2013 | 05/2017 |
| Seven Springs Wealth Group | Brentwood | TN | 11/2024 | Present |
Licensed Independent Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-30 |
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