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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 01/2025 | 11/2025 |
| Southern Heritage Bank | Chattanooga | TN | 06/2024 | 01/2025 |
| University Of Tennessee | Knoxville | TN | 08/2023 | 05/2024 |
| Chattanooga Golf And Country Club | Chattanooga | TN | 05/2022 | 08/2022 |
| University Of Tennessee | Knoxville | TN | 08/2022 | 05/2023 |
| Dawson Landscapes | Chattanooga | TN | 05/2021 | 08/2021 |
| University Of Tennessee | Knoxville | TN | 08/2021 | 05/2022 |
| Southern Heritage Bank | Chattanooga | TN | 05/2023 | 08/2023 |
| Dawson Landscapes | Chattanooga | TN | 05/2020 | 08/2020 |
| University Of Tennessee | Knoxville | TN | 08/2020 | 05/2021 |
| Mccallie School | Chattanooga | TN | 08/2019 | 05/2020 |
| Mccallie Summer Camps | Chattanooga | TN | 05/2019 | 08/2019 |
| Mccallie School | Chattanooga | TN | 08/2018 | 05/2019 |
| Lakeshore Marina | Chattanooga | TN | 05/2018 | 08/2018 |
| Mccallie School | Chattanooga | TN | 08/2017 | 05/2018 |
| Mccallie Summer Camps | Chattanooga | TN | 05/2017 | 08/2017 |
| Mccallie School | Chattanooga | TN | 08/2016 | 05/2017 |
| Truist Investment Services, Inc. | Nashville | TN | 12/2025 | 03/2026 |
| Truist Advisory Services, Inc. | Nashville | TN | 12/2025 | Present |
| Truist Investment Services, Inc. | Nashville | TN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-14 |
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