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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-19 |
| TN | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED | 2025-08-24 |
| FL | RA | APPROVED | 2025-05-06 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
7405 Shallowford Road Suite 380B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 04/2025 | Present |
| Tennessee Secondary School Athletic Association | Knoxville | TN | 01/2025 | Present |
| Mccall Construction Llc | Friendsville | TN | 05/2024 | 01/2025 |
| University Of Tennessee Knoxville | Knoxville | TN | 01/2023 | 05/2024 |
| Tennessee Tech University | Cookeville | TN | 01/2021 | 01/2023 |
| University Of Louisville | Louisville | KY | 07/2020 | 01/2021 |
| Greenback High School | Greenback | TN | 08/2019 | 07/2020 |
| Maryville High School | Maryville | TN | 08/2016 | 08/2019 |
| Texas Roadhouse | Alcoa | TN | 12/2025 | Present |
The name of the other business Texas Roadhouse, and it is not investment related business. The address is 1125 Franck St. Alcoa, TN 37701. The nature of the other business is a restaurant in which I am employed as a server. My start date will be today, December 4, 2025, and I will be working roughly 40 hours per month or 10 hours per week. None of these working hours will be devoted during security trading hours. As far as duties for the other business, I will take customer orders, deliver food and drinks, provide attentive service, handle payments, and ensure a positive dining experience.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
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