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3401 Mallory Lane Suites 100 & 200, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
| TN | RA | APPROVED | 2025-09-26 |
Branch Locations
3401 Mallory Lane Suites 100 & 200, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skela Financial | Franklin | TN | 02/2025 | Present |
| 74 & West | New York | NY | 01/2022 | 01/2023 |
| Rbc Dominion Securities | Toronto | 01/2019 | 01/2022 | |
| Cibc Capital Markets | Toronto | 04/2012 | 12/2018 | |
| None | Thompsons Station | TN | 02/2023 | 11/2025 |
| Open Avenues Foundation | New York | NY | 10/2025 | 11/2025 |
| Skela Financial | Franklin | TN | 11/2025 | Present |
| Skela Financial | Franklin | TN | 04/2026 | Present |
Junior Achievement of Middle Tennessee - not investment-related - Nashville, TN - non-profit whose mission is to empower students with skills needed to own their economic success - volunteer - April 2026 - 2 - 2.
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