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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-14 |
Branch Locations
655 S Jefferson Ave, Cookeville, TN 38501 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Specialty Group / Self | Sparta | TN | 01/2013 | Present |
| Optivise Advisory Services | Franklin | TN | 01/2020 | 09/2021 |
| Retirement Specialty Group, Inc. | Cookeville | TN | 05/2021 | 05/2024 |
| Creekmur Asset Management, Llc | Morton | IL | 05/2024 | 10/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 10/2024 | Present |
RETIREMENT PLANNERS DBA - 404 IMPERIAL DR SPARTA TN 38583 INSURANCE SALES AGENT INSURANCE SALES AGENT 11/1/2012 40 HOURS PER WEEK. 160 HOURS PER MONTH SALES REPRESENTATIVE COMMISSION BASED. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-20 |
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