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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-04 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
611 N. Main Street Suite D, Columbia, TN 38401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2019 | 11/2021 |
| First Citizens Bank | Knoxville | TN | 02/2018 | 11/2019 |
| Regions Bank | Knoxville | TN | 08/2016 | 02/2018 |
| Lpl Financial, Llc | Knoxville | TN | 12/2021 | 02/2025 |
| Tennessee Valley Asset Management Partners, Llc | Knoxville | TN | 12/2021 | 02/2025 |
| Ifp Securities, Llc | Tampa | FL | 03/2025 | Present |
| Independent Financial Partners | Tampa | FL | 03/2025 | Present |
(1) Grow Live Give - investment related - 611 N. Main St. Ste D Columbia, TN 38401 - wealth management - agent - start date 3/3/2025 - 160 hours/month during trading - Wealth Management, Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-20 |
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