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106 Mission Court Suite 604B, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-15 |
Branch Locations
106 Mission Court Suite 604B, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2013 | 05/2019 |
| Advisory Services Network, Llc | Atlanta | GA | 05/2019 | Present |
| Jackson Wealth Inc | Nashville | TN | 01/2023 | Present |
1) Rental Property - owner/landlord since 06/01/2019. Approximately 2 hours per month, none during trading hours; not investment related activity. 2) Tennessee Tax Solutions - owner/operator for tax preparation and filing services since May 2021. Approximately 80 hours per month, 20 hours during trading hours; investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-26 |
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