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2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haffs High School | Knoxville | TN | 03/2016 | 08/2021 |
| Roane State Community College | Oak Ridge | TN | 08/2021 | 09/2023 |
| Carrier Cpa + Fis | Knoxville | TN | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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