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3326 Aspen Grove Drive Suite 602, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-09-03 |
Branch Locations
725 Cool Springs Blvd. Suite 330, Franklin, TN 37067 • United States
3326 Aspen Grove Drive Suite 602, Franklin, TN 37067 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Franklin | TN | 04/2011 | 09/2020 |
| Morgan Stanley | Franklin | TN | 03/2011 | 09/2020 |
| Eudaimonia Partners, Llc | Franklin | TN | 09/2020 | 09/2024 |
| Agp Franklin, Llc | Franklin | TN | 09/2024 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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