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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-01-14 |
Branch Locations
213 Draperton Drive Suite A, Ridgeland, MS 39157 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Birmingham | AL | 09/2015 | 09/2017 |
| Charles Schwab Bank | Birmingham | AL | 09/2015 | 09/2017 |
| Regions Bank | Ridgeland | MS | 09/2017 | 04/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2017 | 04/2020 |
| Cetera Investment Advisers Llc | Ridgeland | MS | 12/2017 | 04/2020 |
| Hancock Whitney Bank | Mobile | AL | 04/2020 | 03/2022 |
| Hancock Whitney Investment Services, Inc. | Mobile | AL | 04/2020 | 03/2022 |
| Navitas Wealth Advisors | Ridgeland | MS | 03/2022 | 03/2025 |
| Csenge Advisory Group, Llc | Clearwater | FL | 03/2022 | Present |
| Lion Street Financial | Ridgeland | MS | 03/2022 | Present |
| Cinder Wealth Advisors Llc | Madison | MS | 03/2025 | Present |
1) Highwind Capital, LLC - Previously held my ownership in an RIA, which has been divested. Now non-investment related. Owns nothing. I am the owner, I devote zero hours to this business. 2) Blue Magnolia Media, LLC - Digital Creative and Music Studio. Non-investment related. 315 Summer Oak Trail, Madison, MS 39110. Owner/Creative Director. Started April 2025. 10 hours per month. 0 hours between 9-5. Content development, branding and digital media projects. Activities are limited to create production.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-20 |
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