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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-07 |
Branch Locations
9275 Sky Park Court Suite 350, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Knoxville | TN | 11/2005 | 12/2020 |
| Ssn Advisory, Inc | Knoxville | TN | 02/2013 | 12/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2024 | 07/2025 |
| Unemployed | Knoxville | TN | 01/2021 | 03/2021 |
| Smoky Mountain Guides | Sevierville | TN | 03/2021 | 11/2024 |
| Smoky Mountain Guides | Sevierville | TN | 08/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 10/2025 | Present |
1. CONTRACTOR AT SMOKY MOUNTAIN GUIDES; MARKETING AND WEBSITE MAINTENANCE; 0-5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
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