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Charlottesville, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seven Springs Wealth Group, Llc | Brentwood | TN | 01/2022 | 07/2023 |
| Paradigm Wealth Partners | Knoxville | TN | 03/2021 | 12/2021 |
| Frank Reynolds & Company | Daytona Beach | FL | 09/2019 | 10/2020 |
| Embry Riddle Aeronautical University | Daytona Beach | FL | 04/2018 | 08/2019 |
| Eidex Insights | Grand Rapids | MI | 10/2016 | 11/2017 |
| Unemployed | Grand Rapids | MI | 12/2017 | 03/2018 |
| Unemployed | Port Orange | FL | 11/2020 | 02/2021 |
| United Wealth Management | Charlottesville | VA | 09/2023 | Present |
| United Wealth Management | Charlottesville | VA | 09/2023 | Present |
| Calvin College | Grand Rapids | MI | 01/2016 | 09/2016 |
Tennessee Chiropractic Clinic; investment related: No; Location: 1602 W Northfield Blvd #509 Murfreesboro TN 37129 USA; Position Title: Office Manager - Bookkeeping / Payroll; Start date with business: 2026-06-30; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 140; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-21 |
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