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1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arlington Community Schools | Arlington | TN | 09/2014 | 05/2017 |
| The Memphis Country Club | Memphis | TN | 05/2016 | 08/2017 |
| Travel | Franklin | TN | 08/2017 | 12/2017 |
| Lifetime Fitness | Franklin | TN | 01/2018 | 10/2020 |
| State Farm | Farview | TN | 01/2018 | 10/2018 |
| Securian Financial Services Inc | St Paul | MN | 09/2018 | 10/2018 |
| Shoemaker Financial | Germantown | TN | 09/2018 | 10/2018 |
| Securian Financial Services Inc | St Paul | MN | 10/2018 | 08/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 10/2018 | 08/2021 |
| Shoemaker Financial | Brentwood | TN | 10/2018 | 08/2021 |
| University Of Memphis | Memphis | TN | 08/2013 | 05/2017 |
| Principal Securities Inc | Nolensville | TN | 08/2021 | 12/2022 |
| Principal Life Insurance Company | Nolensville | TN | 08/2021 | 12/2022 |
| Bear Capital Management | Nolensville | TN | 12/2022 | 02/2024 |
| Combined Insurance | Nashville | TN | 09/2023 | Present |
| Horse Cove Partners Llc | Atlanta | GA | 03/2024 | Present |
NASHVILLE WATER POLO CLUB POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2021 ADDRESS: 1809 Paisley Drive, Nolensville TN 37135, United States DESCRIPTION: President, member of a board and coach of an organization that's sole mission is the education, promotion, and growth of the sport of water polo in Nashville and the surrounding areas. The club consist of two teams, a high school and an adult masters team separately run. Duties include developing a budget, managing pool rental agreements, and marketing and growth each of the teams. OTHER BUSINESS - Combined Insurance INVESTMENT RELATED: No ADDRESS: 1321 Murfreesboro Pike Ste 603 Nashville, TN 37217, United States NATURE: Supplemental Group Insurance POSITION: Prospecting and onboarding TITLE: Non-captive Independent Agent START DATE: 09/2023 NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: DESCRIPTION: Primary role is to prospect local small businesses and enroll employees in benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-29 |
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