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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
| TN | RA | APPROVED | 2026-06-01 |
Branch Locations
1200 Premier Drive Suite 225, Chattanooga, TN 37421 • United States
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 05/2026 | Present |
| Lowes | Athens | GA | 05/2023 | 08/2023 |
| Kta Financial Services | Las Vegas | NV | 05/2025 | 05/2026 |
| University Of Georgia | Athens | GA | 08/2022 | 05/2026 |
| Gilmer County High School | Ellijay | GA | 08/2018 | 08/2022 |
| Gilmer County Middle School | Ellijay | GA | 08/2015 | 08/2018 |
| Uber Eats | San Francisco | CA | 08/2026 | Present |
the name of the other business; Uber Eats whether the business is investment related; No the address of the other business; 1725 Third Street, San Francisco, CA 94158 the nature of the other business; Food delivery your position; Uber Eats Driver title, or relationship with the other business; Uber Eats Driver the start date of your relationship; August 10th 2026 the approximate number of hours/month you devote to the other business; 30-40 hours a month the number of hours you devote to the other business during securities trading hours; zero and briefly describe your duties relating to the other business; I drive and deliver food for uber
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-16 |
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