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411 N. College Avenue Suite 201, Columbia, MO 65201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
Mount Juliette, TN • United States
411 N. College Avenue Suite 201, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coats Financial Planning | Louisville | KY | 06/2019 | 04/2022 |
| Hilliard Lyons | Louisville | KY | 12/2018 | 01/2019 |
| Hilliard Lyons | Bowling Green | KY | 06/2018 | 02/2019 |
| Barbara Stewart Interiors | Bowling Green | KY | 10/2017 | 06/2018 |
| Sitel | Glasgow | KY | 08/2016 | 01/2017 |
| Cheddar's Scratch Kitchen | Bowling Green | KY | 03/2016 | 12/2017 |
| Western Kentucky University | Bowling Green | KY | 08/2015 | 05/2019 |
| Equita Financial Network, Inc. | Fort Washington | PA | 04/2022 | 03/2025 |
| Kaplan North America, Llc | Louisville | KY | 09/2021 | Present |
| Truman Wealth Advisors, Llc | Columbia | MO | 04/2022 | Present |
1. Kaplan Partner University (Kaplan North America, LLC) at Bellarmine University, Louisville, KY, Start Date: 09/2021; Title: Part Time Employee; Duties: Teach an Investment Planning course; 0 Hours During Securities Trading ; 5 Hours outside of securities trading: ; Investment related: no.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-12 |
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