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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
Thompsons Station, TN • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nectarine | Thompsons Station | TN | 01/2026 | Present |
| Enterprise Holding Inc. | St. Louis | MO | 05/2017 | 07/2017 |
| Keyence Corporation | Chicago | IL | 06/2018 | 01/2019 |
| Ibm | Nashville | TN | 01/2019 | 01/2025 |
| Abound Wealth Management | Franklin | TN | 01/2025 | 06/2025 |
| The Champaign Fitness Center | Champaign | IL | 08/2015 | 05/2018 |
| Ibm | Thompsons Station | TN | 06/2025 | Present |
IBM; Not investment-related; Private residence in Thompsons Station, TN; Software; AI Customer Success Engineer; Start date: 06/2025; Approx 173 hours per month; 173 hours per month during securities trading hours; Supports implementation and optimization of IBM's artificial intelligence solutions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-10 |
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