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1 West College St Suite 4, Athens, TN 37303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-01-17 |
| TN | RA | APPROVED | 2017-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tennessee Wesleyan College | Athens | TN | 05/2006 | 08/2018 |
| Bellwether Investment Group, Llc | Chattanooga | TN | 08/2008 | 01/2017 |
| Tennessee Wesleyan University | Athens | TN | 08/2018 | Present |
| Capital Square, Llc | Chattanooga | TN | 01/2017 | Present |
Tennessee Wesleyan University, Assistant Professor, not investment related, Athens, TN, teaching university, since August 2018, 24 hours per month when school is in session, 6 hours per week when market is open, teaching subjects related to corporate finance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-03 |
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