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Franklin, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-09 |
| MI | RA | APPROVED | 2025-12-04 |
| PA | RA | APPROVED | 2025-12-04 |
| TN | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seven Springs Wealth Group | Brentwood | TN | 10/2024 | 09/2025 |
| Abound Wealth Management | Franklin | TN | 06/2023 | 10/2024 |
| Ramsey Solutions | Franklin | TN | 10/2019 | 06/2023 |
| Self-Employed | Franklin | TN | 01/2017 | 10/2019 |
| Greenville University | Greenville | IL | 01/2014 | 12/2016 |
| Defining Wealth Partners Llc | Franklin | TN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-21 |
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