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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| TN | RA | APPROVED | 2023-06-30 |
Branch Locations
104 Woodmont Blvd Suite 210, Nashville, TN 37205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Financial Group/Beyond Asset Management | Nashville | TN | 02/2018 | Present |
| Publix | Nashville | TN | 03/2017 | 02/2018 |
| Unemployed Due To The Birth Of My Second Child | Nashville | TN | 05/2016 | 03/2017 |
| Osaic Wealth, Inc. | Nashville | TN | 12/2022 | Present |
1. BEYOND ASSET MANAGEMENT, LLC POSITION: Director of Client Services NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: 104 Woodmont Blvd, Suite 210, Nashville TN 37205, United States DESCRIPTION: Marketing Client Communications Phone/Email New Business Submission 2. BEYOND ASSET MANAGEMENT, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 01/01/2024 ADDRESS: 104 Woodmont Blvd, Suite 210, Nashville TN 37205, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products 3. BEYOND ASSET MANAGEMENT, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2024 ADDRESS: 104 Woodmont Blvd, Suite 210, Nashville TN 37205, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 4. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/07/2020 ADDRESS: 104 Woodmont Blvd, Suite 210, Nashville TN 37205, United States DESCRIPTION: Notarizing of client's securities documents 5.EXECUTOR FOR MOTHER'S ESTATE POSITION: Executor for mother's estate NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2024 ADDRESS: 7708 Fernvale Springs Cir, Fairview TN 37062, United States DESCRIPTION: Upon passing, I will serve as executor of mother's estate. 6.POWER OF ATTORNEY FOR MOTHER POSITION: Power of Attorney/Attorney In Fact NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2024 ADDRESS: 7708 Fernvale Springs Cir, Fairview TN 37062, United States DESCRIPTION: Making all financial and health decisions for my mother. Power of Attorney for all financial decisions. Power of Attorney for all health decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
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