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832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-27 |
Branch Locations
832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acumen Wealth Advisors, Llc | Chattanooga | TN | 07/2019 | 02/2025 |
| Aca Compliance Group | Chattanooga | TN | 01/2019 | 07/2019 |
| Blue Cross Blue Shield Of Tennessee | Chattanooga | TN | 07/2018 | 01/2019 |
| Tennessee Valley Federal Credit Union | Chattanooga | TN | 08/2017 | 07/2018 |
| Dillards | Chattanooga | TN | 08/2016 | 08/2017 |
| The Patten Group, Inc. | Chattanooga | TN | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-04 |
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