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35 West Broad Street Suite 100, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-05 |
Branch Locations
35 West Broad Street Suite 100, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Financial Group, Inc. Dba Your Back Office Accounting | Knoxville | TN | 12/2025 | Present |
| Strategic Resource Alliance | Knoxville | TN | 08/2023 | Present |
| Intuit Inc. | Knoxville | TN | 01/2020 | 01/2025 |
| Your Back Office Accounting | Knoxville | TN | 01/2020 | Present |
| Pellissippi State Community College | Knoxville | TN | 02/2019 | 01/2020 |
| Hausfrau Housecleaning | Knoxville | TN | 12/2015 | 01/2019 |
1) Your Back Office Accounting; Not investment-related; Knoxville, TN. 37932; Tax accounting; Owner; January 2020; 215 hours per month; 32 during trading hours; Tax accounting, advisory, representation, and preparation 2) Strategic Resource Alliance, LLC; Not investment-related; Knoxville, TN. 37932; Tax accounting; Accountant; August 2023; 16 hours per month; 0 during trading hours; Assist, with accounting, payroll, invoicing, and reporting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-02 |
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