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Account
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9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-26 |
Branch Locations
3811 Bedford Ave Suite 206, Nashville, TN 37215 • United States
9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vestia Personal Wealth Advisors | Fort Wayne | IN | 05/2026 | Present |
| Argi Investment Services, Llc | Louisville | KY | 05/2021 | 01/2023 |
| Bowling Green Country Club | Bowling Green | KY | 06/2020 | 05/2021 |
| Western Kentucky University | Bowling Green | KY | 08/2017 | 06/2020 |
| Caldwell County High School | Princeton | KY | 08/2013 | 08/2017 |
| Cerity Partners | Louisville | KY | 01/2023 | 04/2023 |
| The Federal Savings Bank | Brentwood | TN | 04/2023 | 08/2023 |
| Not Employed | Brentwood | TN | 09/2023 | 09/2023 |
| Dress Up | Nashville | TN | 10/2023 | 01/2024 |
| Lululemon | Brentwood | TN | 10/2023 | 02/2024 |
| Waddell & Associates | Brentwood | TN | 02/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-12 |
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