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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-07-14 |
Branch Locations
100 Winners Circle North Suite 105, Brentwood, TN 37027 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2010 | 06/2019 |
| Ftb Advisors | Brentwood | TN | 07/2019 | 07/2020 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2020 | Present |
| First Horizons Advisors | Brentwood | TN | 07/2019 | 07/2020 |
| Triad Advisors | Norcross | GA | 07/2020 | 04/2024 |
| Calton & Associates, Inc. | Tampa | FL | 04/2024 | Present |
1)Advisory Services Network; investment related;100 Winners Circle,Brentwood,TN 37027;IAR;financial advisor;7/2020;160 hrs/month;6.5 hrs during trading;investment advice 2)Greer Capital; investment related;100 Winners Circle,Suite 105,Brentwood,TN;investment advisor;financial advisor;7/2020;160 hrs/month;6.5 hrs during trading;financial advisor/RIA. 3) Michael Hibsch, investment related; 100 Winners Circle,Brentwood,TN 37027; licensed insurance agent since 05/23, 5HR/MO, 0HR/MO.,0HRS DT; help clients buy adequate coverage or service of existing coverage, compensation received. 4) TennMiss LLC: not investment related; owner of short term rental property/condo in Oxford, MS since 06/2026. Spouse will handle any the rental process using a third-party provider. Time spent 0 hrs/month, 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-11 |
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