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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-25 |
Branch Locations
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace College | Winona Lake | IN | 05/2015 | 05/2019 |
| You The Fan! | Warsaw | IN | 05/2019 | 09/2019 |
| Thrivent Financial | Fort Wayne | IN | 09/2019 | 07/2020 |
| Thrivent Investment Management Inc | Fort Wayne | IN | 07/2020 | 07/2021 |
| Wells Fargo Advisors Financial Network, Llc | Wooster | OH | 10/2021 | 10/2024 |
| Coolcorp Inc. | Pierceton | IN | 08/2017 | 05/2019 |
| &Partners | Nashville | TN | 10/2024 | Present |
DALTON HIGH SCHOOL POSITION: Assistant golf coach NATURE: Coaching high school golfers through their season. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: Dalton OH 44618 DESCRIPTION: Running practice, coaching during matches, offseason planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-28 |
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