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4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-01 |
Branch Locations
4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Water Dog | Lynchburg | VA | 08/2023 | 03/2024 |
| Ameritas Investment Company, Llc | Franklin | TN | 10/2025 | 06/2026 |
| Liberty University | Lynchburg | VA | 08/2022 | 05/2025 |
| Presque Isle High School | Presque Isle | ME | 08/2018 | 06/2022 |
| Presque Isle Middle School | Presque Isle | ME | 08/2016 | 06/2018 |
| Ameritas Advisory Services, Llc Dba Thompson Financial Group | Lincoln | NE | 07/2020 | 06/2026 |
| Stewardwell Llc | Franklin | TN | 07/2026 | Present |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
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