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4117 Hillsboro Pike Suite 208, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-09 |
Branch Locations
4117 Hillsboro Pike Suite 208, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanderbilt Owen Graduate School Of Management | Nashville | TN | 08/2020 | 05/2021 |
| University Of Tennessee | Knoxville | TN | 06/2016 | 05/2020 |
| Creditsights | New York | NY | 06/2019 | 08/2019 |
| Piper Sandler | Atlanta | GA | 06/2021 | 03/2022 |
| Stifel | New York | NY | 03/2022 | 04/2025 |
| Rayburn West Financail Services | Nashville | TN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-22 |
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