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1 West College St Suite 4, Athens, TN 37303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-28 |
Branch Locations
2034 Hamilton Place Blvd. Suite 230, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Square, Llc | Athens | TN | 04/2023 | Present |
| Knoxville Catholic High School | Knoxville | TN | 12/2018 | 06/2024 |
| Cleveland High School | Cleveland | TN | 07/2018 | 12/2018 |
| Self Employed | Nashville | TN | 03/2015 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-25 |
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