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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-28 |
Branch Locations
302 Innovation Drive #310, Franklin, TN 37067 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2006 | 03/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2006 | 03/2017 |
| H. Beck, Inc. | Bethesda | MD | 03/2017 | 08/2019 |
| Securities Management & Research, Inc. | Brentwood | TN | 08/2019 | 10/2024 |
| Bfc Planning, Inc. | Brentwood | TN | 08/2019 | 10/2024 |
| United Advisor Group | Brentwood | TN | 10/2024 | Present |
1.KIWANIS OF NASHVILLE FOUNDATION-N-NASHVILLE, TN-FOUNDATION-President(inactive)Treasurer(active)-10/2019-5-2-CHARITABLE AND EDUCATIONAL PURPOSES. 2. TASIK FINANCIAL STRATEGIES-Y-BRENTWOOD, TN-DBA NAME-OWNER-08/2019-100-75-DBA FOR SALES AND SERVICE OF SECURITIES AND INSURANCE. 3. EXECUTIVE DIRECTOR-N-BRENTWOOD, TN-PROVIDE MANAGEMENT SERVICES TO INDUSTRY ASSOCIATIONS-EXECUTIVE DIRECTOR-08/2005-25-10-RESPONSIBILITIES MAY INCLUDE MEMBERSHIP RECRUITMENT & DEVELOPMENT, MEETING AND EVENT MANAGEMENT. 4. HIGHLAND PARK NEIGHBORHOOD ASSOCIATION-N-BRENTWOOD, TN-COMMITTEE CO-CHAIR-08/2021-2-1-PREPARE ANNUAL BUDGET FOR THE NEIGHBORHOOD POOL AND CLUBHOUSE. 5. 12 GENTLEMEN OF MIDDLE TENNESSEE-N-BRENTWOOD, TN-TREASURER-01/2021-1-0-COLLECT DUES AND DISPERSE REIMBURSEMENT FOR NEIGHBORHOOD CLUB. 6. Tasik Financial Strategies- Y- Brentwood, TN- Owner- 03/2024- 1- 1- Providing general financial education for a flat fee. 7. The Grapevine Group Advisory Board. Investment-related. 302 Innovation Dr, Ste 310 Franklin, TN 37067. Independent RIA. 02/2026. 2-10 hours per month. 0-1 hours per month during trading hours. Pays a quarterly fee to be part of this Advisory Board. It is primarily a marketing venture. 8. American Diabetes Association - Executive Leadership Team - Middle Tennessee. Not investment-related, 2451 Crystal Drive, Suite 900 Arlington, VA 22202 Board Member/Board Subcommittee Member/Officer or Director. 02/2026. 2-10 hours per month. 2-10 hours per month during trading hours. Help to further the mission of the American Diabetes Association® (ADA) by raising awareness and funds in support of the 2026 Step Out Walk Tennessee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-03 |
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