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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-08 |
| IA | RA | APPROVED | 2026-04-06 |
| IL | RA | APPROVED | 2026-01-22 |
| MS | RA | APPROVED | 2026-01-16 |
| MA | RA | APPROVED | 2026-01-13 |
| WI | RA | APPROVED | 2026-01-09 |
| HI | RA | APPROVED | 2026-01-08 |
| MT | RA | APPROVED | 2026-01-08 |
| NE | RA | APPROVED | 2026-01-08 |
| PA | RA | APPROVED | 2026-01-08 |
| WA | RA | APPROVED | 2026-01-08 |
| AZ | RA | APPROVED | 2026-01-07 |
| KS | RA | APPROVED | 2026-01-07 |
| MN | RA | APPROVED | 2026-01-07 |
| SC | RA | APPROVED | 2025-09-17 |
| NV | RA | APPROVED | 2025-07-29 |
| NM | RA | APPROVED | 2025-05-16 |
| VA | RA | APPROVED | 2025-05-15 |
| OK | RA | APPROVED | 2025-05-12 |
| OR | RA | APPROVED | 2025-01-28 |
| MD | RA | APPROVED | 2024-10-04 |
| GA | RA | APPROVED | 2024-09-19 |
| CO | RA | APPROVED | 2024-06-03 |
| CT | RA | APPROVED | 2024-05-20 |
| NJ | RA | APPROVED | 2024-05-20 |
| NY | RA | APPROVED | 2024-05-20 |
| LA | RA | APPROVED | 2024-01-22 |
| NC | RA | APPROVED | 2024-01-10 |
| KY | RA | APPROVED | 2023-12-13 |
| TX | RA | APPROVED_RES | 2023-09-27 |
| IN | RA | APPROVED | 2023-09-15 |
| CA | RA | APPROVED | 2023-08-10 |
| MI | RA | APPROVED | 2023-06-09 |
| FL | RA | APPROVED | 2023-03-28 |
| AL | RA | APPROVED | 2022-05-24 |
| AR | RA | APPROVED | 2022-02-10 |
| MO | RA | APPROVED | 2022-02-10 |
| OH | RA | APPROVED | 2022-01-18 |
| TN | RA | APPROVED | 2021-10-04 |
Branch Locations
725 Cool Springs Blvd Suite 450, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peachtree Planning Corporation | Brentwood | TN | 08/2018 | 04/2020 |
| Agape Family Health | Columbia | TN | 02/2017 | 07/2018 |
| Lj Fit For Life (Self Employed) | Spring Hill | TN | 07/2012 | 08/2018 |
| Park Avenue Securities | Brentwood | TN | 04/2020 | 04/2020 |
| Guardian Life Insurance Company | Brentwood | TN | 04/2020 | 04/2020 |
| Guardian Life Insurance Company | Franklin | TN | 04/2020 | Present |
| Park Avenue Securities | Franklin | TN | 04/2020 | Present |
1) Compass Executive Consulting, Start date: 11/01/2022, Address: P.O. Box 681282 Franklin, TN 37098-1282, 15 total hours per month; 2 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) Compass Executive Group, Start Date: 1/1/2025, Address: 810 Oak Meadow, PO Box 681282, Franklin, TN 37068-1282, 8 total hours per month; 8 during securities trading hours, Not investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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