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227 North Santa Fe, Salina, KS 67401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-25 |
| KS | RA | APPROVED | 2025-09-24 |
Branch Locations
3200 West End Ave, Nashville, TN 37203 • United States
227 North Santa Fe, Salina, KS 67401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarksville Academy | Clarksville | TN | 10/2017 | 12/2019 |
| Battle Ground Academy | Franklin | TN | 01/2020 | 04/2022 |
| Centre College | Danville | KY | 08/2022 | 04/2023 |
| Barnett Farms | Woodlawn | TN | 04/2023 | 08/2023 |
| Lail Bridge And Form | Chattanooga | TN | 08/2023 | 11/2024 |
| Office Depot | Chattanooga | TN | 02/2025 | 05/2025 |
| United Capital Management Of Kansas | Salina | KS | 05/2025 | Present |
| Ut Chattanooga | Chattanooga | TN | 08/2023 | Present |
| Rossview Middle School | Clarksville | TN | 08/2015 | 10/2017 |
| N/A | Franklin | TN | 04/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-14 |
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