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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-21 |
| TN | RA | APPROVED | 2025-07-14 |
Branch Locations
8240 Beckett Park Drive Suite D, West Chester, OH 45069 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Eagleville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Howard Financial Services | West Chester | OH | 08/2023 | Present |
| Williamson County Schools | Thompson Station | TN | 08/2020 | 08/2023 |
| Marshall County Schools | Chapel Hill | TN | 08/2017 | 08/2020 |
| Williamson County Schools | Brentwood | TN | 08/2006 | 08/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2025 | Present |
1) Edpath: Tutor since Fall of 2019. 4568 Belle Valley Dr Pegram TN 37143. I work as an ACT math tutor for Edpath; time spent approx. 8 hours/month, 0 during trading hours. Not investment related. 2) Gary Howard, CPA: tax preparer since 08/2023. Doing tax preparation and tax planning services. Time spent 80 hours per month, 4 during trading hours. Not investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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