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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-23 |
| NC | RA | APPROVED | 2019-02-20 |
| TX | RA | APPROVED | 2019-02-13 |
Branch Locations
4020 Aspen Grove Drive Suite 380, Franklin, TN 37067 • United States
Roan Mountain, TN • 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 | Davidson | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Davidson | NC | 11/2016 | 02/2019 |
| Rbc Capital Markets, Llc. | Franklin | TN | 02/2019 | Present |
| City National Bank | Franklin | TN | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-02 |
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