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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED_RES | 2025-06-02 |
Branch Locations
2000 Meridian Boulevard Suite 290, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Norfolk | VA | 10/2013 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 10/2022 | 03/2023 |
| Kestra Investment Services Llc | Brentwood | TN | 05/2023 | 01/2024 |
| Kestra Advisory Services, Llc | Brentwood | TN | 05/2023 | 01/2024 |
| Raymond James Financial Services, Inc. | Franklin | TN | 02/2024 | 11/2024 |
| Sagespring Wealth Partners | Franklin | TN | 02/2024 | 11/2024 |
| Morgan Stanley | Franklin | TN | 05/2025 | Present |
| Unemployed | Franklin | TN | 11/2024 | 05/2025 |
| Unemployed | Virginia Beach | VA | 03/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-30 |
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