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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-09-06 |
| MI | RA | APPROVED | 2023-09-05 |
Branch Locations
3325 Aspen Grove Dr Ste 102, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc ( | Birmingham | MI | 07/2022 | 08/2023 |
| Waypoint Financial Partners, Llc | Franklin | TN | 05/2021 | 06/2022 |
| Arid Delivery Products Llc | Franklin | TN | 04/2021 | Present |
| Safestamp Inc. | San Francisco | CA | 02/2020 | 05/2021 |
| The University Of Tennessee | Knoxville | TN | 08/2018 | 05/2022 |
| The Kroger Co. | Franklin | TN | 01/2018 | 08/2018 |
| Battle Ground Academy | Franklin | TN | 08/2015 | 05/2018 |
| Doordash, Inc. | San Francisco | CA | 05/2019 | 04/2021 |
| Osaic Wealth Inc | Franklin | TN | 09/2023 | Present |
1. ARID DELIVERY PRODUCTS LLC POSITION: Founder and CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2021 ADDRESS: 516 Pearre Springs Way, Franklin TN 37064, United States DESCRIPTION: The founder and CEO of Arid Delivery Products LLC ("Arid"), a Tennessee-based limited liability company organized (by myself) in April 2021 and located at 516 Pearre Springs Way, Franklin, TN, 37064. Arid is a non-investment-related, business-to-business, startup company providing multi-layered, insulated delivery bags to on-demand food delivery companies. I devote 40 hours per month (0 hours during securities trading) to the company, specializing in general management, product design, sales, and marketing. 2. THE INVESTMENT CONSULTING GROUP LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 06/27/2022 ADDRESS: 3325 Aspen Grove Dr, Ste 102, Franklin TN 37067, United States DESCRIPTION: Financial Advisor at the Investment Consulting Group.Serve in the capacities of project management, portfolio management, and financial advisory. 3. CLAYTON FRANKLIN POSITION: Notary NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2023 ADDRESS: 516 Pearre Springs Way, Franklin TN 37064, United States DESCRIPTION: Actively hold a notary stamp in Williamson County, TN. Services are performed for no charge and are not marketed. 4. CLAYTON FRANKLIN POSITION: CFP Professional NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2025 ADDRESS: 3325 Aspen Grove Dr, Ste 102, Franklin TN 37067, United States DESCRIPTION: Actively hold a CFP Certification. CFP Board ID#: 552870.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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