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1100 Market Street Suite 600, Chattanooga, TN 37402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| TN | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2024-10-03 |
Branch Locations
1100 Market Street Suite 600, Chattanooga, TN 37402 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Advice And Planning Services | Jacksonville | FL | 05/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Jacksonville | FL | 04/2015 | 11/2020 |
| Sole Proprietor | Ponte Vedra | FL | 11/2020 | 01/2022 |
| Imagine Financial Security Llc | Chattanooga | TN | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-23 |
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