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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Knoxville | TN | 10/2013 | 11/2018 |
| Freedom Financial Group | Knoxville | TN | 11/2013 | 11/2018 |
| Securities Service Network | Knoxville | TN | 07/2015 | 10/2017 |
| Ssn Advisory Inc | Knoxville | TN | 07/2015 | 10/2017 |
| The Investment Center Inc | Knoxville | TN | 10/2017 | 11/2018 |
| Ic Advisory Services Inc | Knoxville | TN | 10/2017 | 11/2018 |
| Brogan Financial Inc. | Knoxville | TN | 11/2018 | 03/2021 |
| The Investment Center Inc | Knoxville | TN | 10/2017 | 11/2018 |
| Facet Wealth | Baltimore | MD | 03/2021 | 04/2022 |
| Northstar Investment Advisory Llc | Knoxville | TN | 04/2022 | 12/2022 |
| Patriot Investment Management Group Inc | Knoxfille | TN | 12/2022 | 03/2026 |
| Independent Financial Group, Llc | Knoxville | TN | 05/2026 | Present |
INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/02/2026 ADDRESS: 2225 Henge Point Lane, Knoxville TN 37922, United States DESCRIPTION: service & sale of fixed insurance, including employee benefits. Analyze, evaluate & recommend insurance alternatives, implement and provide services. Health, life, Medicare disability, dental, vision, LTC DBA FREEDOM FINANCIAL POSITION: DBA for Marketing Purposes NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2026 ADDRESS: 2225 Henge Point Lane, Knoxville TN 37922, United States DESCRIPTION: DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-08 |
| S66 | Uniform Combined State Law Examination | 2015-07-27 |
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