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50 Rockefeller Plaza, New York, NY 10020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-26 |
Branch Locations
455 N. Cityfront Plaza Drive Suite 1600, Chicago, IL 60611 • United States
50 Rockefeller Plaza, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors | Indianapolis | IN | 05/2018 | 07/2019 |
| The Trust Company | Knoxville | TN | 09/2016 | 05/2018 |
| University Of Tennessee College Of Law | Knoxville | TN | 08/2015 | 12/2017 |
| Global Intellectual Property Asset Management, Pllc | Knoxville | TN | 06/2017 | 05/2018 |
| Starlight Farm Animal Sanctuary | Knoxville | TN | 12/2016 | 05/2018 |
| Advos Legal, Pllc | Jacksonville | FL | 09/2017 | 01/2018 |
| Longhorn Steakhouse | Knoxville | TN | 05/2016 | 09/2016 |
| Oxford Financial Group, Ltd. | Carmel | IN | 08/2019 | 07/2024 |
| Ostrow Reisin Berk & Abrams Ltd. | Chicago | IL | 07/2024 | 10/2025 |
| Citrin Cooperman Wealth Management Llc | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-26 |
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