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250 Forest Avenue, Chattanooga, TN 37405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 08/2021 |
| Tennessee Valley Authority | Chattanooga | TN | 04/2013 | 10/2018 |
| Pronvest | Chattanooga | TN | 08/2021 | 06/2022 |
| Unemployed | Chattanooga | TN | 06/2022 | 03/2023 |
| Regions Bank | Chattanooga | TN | 03/2023 | 03/2024 |
| Acumen Wealth Advisors, Llc | Chattanooga | TN | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-10 |
| S66 | Uniform Combined State Law Examination | 2019-02-20 |
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