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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Houston | TX | 08/2025 | 02/2026 |
| Vulcan Materials | Knoxville | TN | 09/2018 | 08/2025 |
| International Paper | Memphis | TN | 06/1994 | 09/2018 |
| Acrylic Financial, Inc. | Fountain Hills | AZ | 02/2026 | 06/2026 |
| Fmsa | Knoxville | TN | 06/2026 | Present |
I sell fixed insurance products to investment clients as part of G&L SmartPlans. Our address is 419 Erin Drive, Knoxville, TN 37919, and I have been selling these products since January 2026. I work approximately 10 hrs/week during market hours focusing on these product sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
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