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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-30 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
256 Seaboard Ln Suite G-102, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc. | Franklin | TN | 01/2026 | Present |
| Pga Tour | Jacksonville | FL | 09/2020 | Present |
| Assuredpartners | Franklin | TN | 01/2020 | 07/2020 |
| University Of Tennessee | Knoxville | TN | 05/2015 | 05/2019 |
| Lipscomb University | Nashville | TN | 08/2019 | 07/2020 |
1) PGA Tour - 1 PGA TOUR Blvd, Ponte Vedra Beach, FL 32082 Nature of Business: Professional Athletics. I compete for the potential to earn money Investment Related: No Business Position: Player Business Duties: Player. treated as an independent contractor by PGA Tour Business Start Date: 09/21/2020 Approximately 40 hours spent on this OBA monthly; with 2 during market hours 2) Oak Crest Financial Partners - 256 Seaboard Lane Suite G-102 Franklin, TN 37067 Nature of Business: Investment advisory and financial planning services Investment Related: Yes Business Position: Financial advisor Business Duties: Provide fee-based investment advisory and financial planning services, including client discovery, portfolio analysis, investment recommendations, and ongoing advisory relationship management. Business Start Date: 01/19/2026 Approximately 160 hours spent on this OBA monthly during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
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