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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-03 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
340 S. Lowe Ave., Cookeville, TN 38555 • 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 | 06/2025 | 12/2025 |
| Pope Saint John Paul Ii Preparatory High School | Hendersonville | TN | 08/2017 | 05/2021 |
| University Of Tennessee Knoxville | Knoxville | TN | 08/2021 | 05/2025 |
| 21St Mortgage Corporation | Knoxville | TN | 05/2024 | 05/2025 |
| Home Depot | Knoxville | TN | 06/2023 | 05/2024 |
| Carter Lumber | Lavergne | TN | 06/2022 | 01/2023 |
| Academy Sports And Outdoors | Cookeville | TN | 05/2022 | 06/2022 |
| Golden Eagle Golf Course | Cookeville | TN | 05/2021 | 06/2021 |
| Shippers Collision | Lebanon | TN | 06/2021 | 08/2021 |
| Gap Distribution Center | Gallatin | TN | 05/2020 | 04/2021 |
| Station Camp Middle School | Gallatin | TN | 08/2014 | 05/2017 |
| Csenge Advisory Group | Clearwater | FL | 02/2026 | Present |
Name: Wakefield Venture Group Investment Related 340 S. Lowe Ave., Cookeville, TN 38555 Nature: DBA for Investment Advisor Activities Position: Employee Start Date: February 2026 Approximate hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
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