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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-26 |
Branch Locations
265 Brookview Centre Way Suite 102, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Knoxville | TN | 12/2024 | Present |
| Integrated Strategy Group | Knoxville | TN | 03/2024 | Present |
| Cherokee Property Partners, Llc | Andersonville | TN | 03/2024 | Present |
| County Officials Association Of Tennessee | Nashville | TN | 06/2017 | 02/2024 |
| Anderson County Government | Clinton | TN | 09/2006 | 06/2017 |
| Msp Ii, Llc | Clinton | TN | 08/2022 | Present |
| Nylife Securities Llc | Knoxville | TN | 01/2025 | Present |
| Eagle Strategies Llc | Knoxville | TN | 01/2026 | Present |
[Cherokee Property Partners; vacation rental management for absentee homeowners; 164 Schooner Ln., Andersonville, TN 37705; start 02/2024; partner; 5 hours per month, 5 hours during securities trading hours; non-investment related] [MSP II, LLC dba Market Street Properties; two historic commercial buildings that we lease out; start 07/2022; 301 Main Street Clinton, TN 37716; 2 hours, 0 hours during securities trading hours; 25% owner; real estate related] [Winrock International - Farmer to Farmer; instructor abroad as part of the Farmer to Farmer Program funded by USAid; 325 W Capitol Ave., Suite 350, Little Rock, AR 72201; 5 hours per month, 5 hours during securities trading hours; non-investment related] [ Integrated Strategy Group; work on an occasional project when someone engages with me directly and then I run it though this company for transparency; 164 Schooner Ln., Andersonville, TN 37705; start 03/2024; fees; 5 hours per month, 5 hours during securities trading hours; insurance related][Tennessee Members 1st ; Advisory Board Member. Advise credit union on the needs of the community. It is not the governing board. Full details at mymembersfirst.org/advisory; 112 Administration Road, Oak Ridge, TN 37830; Start Date 08/2025; Role/Title: Board Member; Investment Related; 1.5 hours per month; 1 hours per month during securities trading hours][Alliance 4 American Leadership; The Alliance for American Leadership is a nonprofit coalition pushing for strategic U.S. investments in foreign aid.; 522 21st St. NW, Washington DC, 20006; Start Date 08/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; advisory role][County Commission - Anderson County, TN; Candidate for Public Office. I intend to run for county commission; 100 N Main Street, Clinton, TN 37716; Start Date 04/2026; Role/Title: Candidate; Not Investment Related; 6 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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