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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
25 Thorpe Cove, Piperton, TN 38017 • United States
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities | Memphis | TN | 08/2015 | 01/2019 |
| Newedge Advisors, Llc | Germantown | TN | 01/2019 | 07/2022 |
| Lpl Financial, Llc | Germantown | TN | 02/2019 | 07/2022 |
| Oak Ridge Financial Services Group | Golden Valley | MN | 12/2025 | Present |
| Oyster Consulting Llc | Glen Allen | VA | 11/2023 | Present |
| Accelerate Investment Advisors, Llc | Aliso Viejo | CA | 01/2026 | Present |
| Eudaimonia Partners, Llc | Piperton | TN | 07/2022 | 04/2024 |
1.) Started 11/29/2023 - Investment Related - Compliance Consulting through CRC- Oyster Consulting LLC. (Glen Allen, VA 23060) - Position: Compliance Consultant - I provide outsourced compliance consulting - 100% of my time is spent in this capacity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-14 |
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