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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-06 |
Branch Locations
4900 Centennial Blvd Suite 204, Nashville, TN 37209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peachtree Planning, Llc | Brentwood | TN | 11/2019 | 01/2021 |
| Smiledirectclub Llc | Nashville | TN | 10/2018 | 10/2019 |
| Mayer Electric Supply | Nashville | TN | 12/2015 | 10/2018 |
| Guardian Life Insurance Company | Brentwood | TN | 11/2019 | 01/2021 |
| Park Avenue Securities | Brentwood | TN | 11/2019 | 01/2021 |
| Zander Insurance Group | Nashville | TN | 01/2021 | 12/2021 |
| Fidelity Investments | Nashville | TN | 12/2021 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Thrivent Investment Management Inc | Nashville | TN | 06/2026 | Present |
| Thrivent Financial | Appleton | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
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