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Nashville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-21 |
Branch Locations
Murfreesboro, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2022 | 05/2024 |
| Redwood Wealth Management | Moorestown | NJ | 05/2020 | 05/2024 |
| Temple University | Philadelphia | PA | 08/2017 | 05/2020 |
| Middlesex County Academy | Woodbridge | NJ | 08/2012 | 06/2017 |
| Gap Inc | Edison | NJ | 06/2017 | 07/2017 |
| Six Flags Great Adventure | Jackson | NJ | 06/2018 | 08/2018 |
| Thrive Capital Management | Fort Washington | PA | 05/2024 | 01/2026 |
| Oasis Wealth Planning Advisors, Llc | Nashville | TN | 01/2026 | Present |
1. Notary Public 2. Not investment related 3. N/A 4. Notary Public 5. Notary Public 6. 5/2020 7. 1 hr/mo 8. 1 hr during securities trading 9. Notarize documents for clients 10. No compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-29 |
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