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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-02 |
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 | 04/2025 | 04/2026 |
| Walmart | Franklin | TN | 06/2024 | 05/2026 |
| Launchtn | Nashville | TN | 10/2024 | 12/2024 |
| Altitude Ventures | Nashville | TN | 06/2024 | 08/2024 |
| Alku | Franklin | TN | 06/2023 | 08/2023 |
| United Parcel Service (Ups) | Smyrna | TN | 09/2021 | 08/2022 |
| Dollar General | Goodlettsville | TN | 06/2021 | 08/2021 |
| Dollar General | Nolensville | TN | 09/2020 | 05/2021 |
| Target | Franklin | TN | 09/2019 | 01/2020 |
| Nolensville High School | Nolensville | TN | 08/2019 | 05/2020 |
| Leuzinger High School | Lawndale | CA | 08/2017 | 01/2020 |
| Hawthorne Math And Science Academy | Hawthorne | CA | 08/2016 | 06/2017 |
| Trinity Wealth Securities, Llc | Nashville | TN | 03/2026 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 05/2026 | Present |
| Unemployed | Franklin | TN | 09/2022 | 05/2023 |
| Unemployed | Nolensville | TN | 06/2020 | 08/2020 |
| University Of Tennessee Knoxville | Knoxville | TN | 08/2022 | 12/2024 |
| Columbia State Community College | Franklin | TN | 08/2020 | 05/2022 |
| Bank Of America, N.A. | Franklin | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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