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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-10-09 |
Branch Locations
1600 West End Ave, Suite 1100, Nashville, TN 37203 • United States
Nashville, TN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 08/2018 | 04/2020 |
| Elevation Church | Matthews | NC | 05/2018 | 08/2018 |
| Founders Specialty | Tampa | FL | 08/2017 | 05/2018 |
| University Of Florida | Gainesville | FL | 08/2015 | 08/2017 |
| Pontoon Solutions | Keele | 05/2017 | 08/2017 | |
| Adecco | Tampa | FL | 05/2017 | 08/2017 |
| University Of Florida | Gainesville | FL | 08/2015 | 08/2017 |
| Merrill Lynch | Nashville | TN | 05/2020 | 01/2022 |
| Raymond James & Associates, Inc | Nashville | TN | 01/2022 | 06/2022 |
| Fellowship School Of Creative Arts | Brentwood | TN | 08/2022 | 06/2023 |
| Roots Academy | Brentwood | TN | 09/2021 | 12/2022 |
| Studio 1:16 | Gallatin | TN | 08/2022 | Present |
| Robert W. Baird & Co. Incorporated | Nashville | TN | 10/2023 | Present |
(1)Name of Business: Fellowship School of Creative Arts Address: 1210 FRANKLIN ROAD, Brentwood, TN, 37027, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: dance teacher (2)Name of Business: Roots Academy Address: 320 Southgate Ct, Brentwood, TN, 37027, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 09/10/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Studio 1:16 Address: 1186 Long Hollow Pike, Gallatin, TN, 37066, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 08/03/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: dance teacher Name/Address: Carmen's Flower / 4519 W North B Street, Tampa, FL 33609 Start Date: 08/22 Hours Spent: 0-10 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Employee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-01 |
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