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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| TN | RA | APPROVED | 2025-08-15 |
Branch Locations
2031 Richard Jones Rd, Nashville, TN 37215 • United States
6602 Charlotte Pike, Nashville, TN 37209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 01/2022 | Present |
| Farmer's Insurance | Nashville | TN | 03/2020 | 12/2021 |
| Us Health Advisors | Nashville | TN | 09/2019 | 03/2020 |
| O'REilly Auto Parts | Nashville | TN | 05/2018 | 09/2019 |
| Papa Murphy's Pizza | Nashville | TN | 09/2014 | 04/2018 |
| Mcgavock High School | Nashville | TN | 08/2014 | 05/2018 |
| Ymca | Nashville | TN | 03/2023 | 04/2023 |
| Cummins Inc. | Nashville | TN | 01/2018 | 05/2018 |
| Movado Group | Nashville | TN | 04/2023 | 02/2024 |
| Pacsun Eddie Bauer | Nashville | TN | 10/2016 | 11/2016 |
| Php Agency Inc | Nashville | TN | 02/2021 | 05/2021 |
| Parking Management Company | Nashville | TN | 07/2019 | 02/2021 |
| Bank Of America, N.A. | Nashville | TN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-14 |
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