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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 | 2026-06-19 |
| TN | RA | APPROVED | 2026-06-17 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
1200 Premier Dr Suite 225, Chattanooga, TN 37421 • 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 | 06/2026 | Present |
| Washington University In St. Louis: Bear Necessities | St. Louis | MO | 01/2026 | 05/2026 |
| Washington University In St. Louis | St. Louis | MO | 08/2022 | 05/2026 |
| Little Elm High School | Little Elm | TX | 08/2018 | 05/2022 |
| Janus Henderson | Denver | CO | 07/2024 | 08/2024 |
| Janus Henderson | Denver | CO | 06/2025 | 08/2025 |
| Washington University In St. Louis: Trio | St. Louis | MO | 09/2023 | 05/2024 |
| Lakeside Middle School | Little Elm | TX | 08/2016 | 05/2018 |
| Cheddars Scratch Kitchen | Chattanooga | TN | 07/2026 | Present |
Business name: Cheddar's Scratch Kitchen Investment related: Nope Address of the other business: 2014 Gunbarrel Rd, Chattanooga, TN 37421 the nature of the other business; Food service Position: To Go Specialist title, or relationship with the other business; Part time To Go Specialist Start date: July 18th, 2026 Approximate hours/month you devote to the other business: ~60-80 hours/month the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Fulfill customer to go orders
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-08 |
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