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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| TN | RA | APPROVED | 2022-05-31 |
Branch Locations
5409 Maryland Way Suite 110, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trust Building Services | Nashville | TN | 11/2017 | 11/2018 |
| Amazon | Nashville | TN | 11/2018 | 09/2019 |
| Best Cleaners Of Columbia | Columbia | TN | 01/2017 | 01/2018 |
| Pizza Inn Legacy | Murfreesboro | TN | 04/2016 | 01/2017 |
| Thrivent Investment Management Inc | Mt Juliet | TN | 09/2019 | 05/2022 |
| Thrivent Financial | Appleton | WI | 09/2019 | 01/2020 |
| Thrivent Financial | Appleton | WI | 01/2020 | 05/2022 |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | Present |
| Brentwood Financial Partners | Brentwood | TN | 05/2022 | Present |
1. Fixed insurance sales; as of 5/31/2022; 25% of time spent during business hours; Conducted at branch location; Investment related. 2. Landlord of rental property located in Nashville, TN, as of 03/01/2023; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-05 |
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