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250 Forest Avenue, Chattanooga, TN 37405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acumen Wealth Advisors, Llc | Chattanooga | TN | 01/2026 | Present |
| Unemployed | Lexington | KY | 11/2025 | 01/2026 |
| Xpress Valet | Lexington | KY | 04/2024 | 10/2025 |
| Bluegrass Institute | Lexington | KY | 12/2023 | 05/2024 |
| Atlanta Consulting Group | Lexington | KY | 11/2023 | 12/2023 |
| Bellwether Hospitality | Savannah | GA | 06/2022 | 10/2023 |
| Xpress Valet | Lexington | KY | 08/2018 | 05/2022 |
| West Jessamine High School | Nicholasville | KY | 01/2016 | 05/2018 |
| Unemployed | Wilmore | KY | 05/2018 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
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