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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
4020 Aspen Grove Drive Suite 380, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Brentwood | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 11/2016 | 07/2018 |
| Janney Montgomery Scott, Llc | Franklin | TN | 07/2018 | 06/2025 |
| Rbc Capital Markets, Llc | Franklin | TN | 06/2025 | Present |
| City National Bank | Franklin | TN | 09/2025 | Present |
Joshua Chamberlain Society, Nashville, TN. Non-profit assisting military veteran families. Board Member (05/2024) - assisting in selecting member veterans and gold star families. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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