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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| KY | RA | APPROVED | 2021-03-05 |
Branch Locations
1004 Frederica Street, Owensboro, KY 42301 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Owensboro | KY | 12/2013 | 03/2017 |
| Edward Jones | Leitchfield | KY | 04/2017 | 03/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 03/2021 | Present |
| Brescia University | Owensboro | KY | 08/2019 | Present |
Brescia University Investment Committee Owensboro, KY Start date: 1/1/2016 Committee Member Hours per week: 0 Hours during trading: 0 Sit on Investment committee to review Brescia's annual endowment fund. Work with other committee members and fund manager to better Brescia's endowment fund to grow the university for future students Brescia University Type of business: Education Owensboro, KY Start date: 8/12/2019 Adjunct Professor Hours per week: 3 Hours during trading: 0 Teaching Macro and Microeconomics online. Grading homework and office hours for questions on homework." Brescia University Alumni Association Owensboro, KY Start date: 1/1/2016 Board Member Hours per week: 0 Hours during trading: 0 Will help organize fund raisers for university to benefit future students. Reach out to alumni to help support cause and to better the university. AIM Research, LLC Owensboro, KY Start date: 4/1/2021 Managing Member, Analyst Hours per month: 80 Hours during trading: less than 5 Creating model allocations for financial advisors. Researching market trends and data, writing market updates and content for financial advisors. Taylor Grant Collins Owensboro, KY Start date: 4/1/2021 Independent Insurance Agent/Specialist Hours per month: 5 Hours during trading: less than 5 Sale and service of insurance products, including term and LTC. Activity is investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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