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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-24 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
125 W Center St Suite 101, Kingsport, TN 37660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Kingsport | TN | 08/2021 | 12/2022 |
| East Tennesse State University | Johnson City | TN | 08/2018 | 05/2021 |
| Full-Time Education | Johnson City | TN | 08/2011 | 08/2018 |
| Foreside Fund Services, Llc | Miami | FL | 01/2023 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Kingsport | TN | 10/2024 | Present |
| Global X Etfs | Miami | FL | 01/2023 | 09/2024 |
| Concurrent Investment Advisors, Llc | Kingsport | TN | 02/2025 | Present |
| Wells Fargo Advisors Financial Network, Llc | Kingsport | TN | 05/2020 | 08/2020 |
| Wells Fargo Advisors Financial Network, Llc | Kingsport | TN | 05/2021 | 08/2021 |
Center Street Wealth Management, 125 W Center St, Ste 101, Kingsport TN 37660,Position: Associate, Investment Related: Yes, Non Owner of DBA investment related business. 160/month, 120 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-27 |
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