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Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-22 |
Branch Locations
Murfreesboro, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital | Alpharetta | GA | 02/2015 | 06/2017 |
| Kalos Management | Alpharetta | GA | 04/2015 | 06/2017 |
| Capital Markets Iq | Wilmington | DE | 06/2017 | Present |
| Reliance First Capital | Murfreesboro | TN | 02/2020 | 09/2021 |
| A Mortgage Boutique | Murfreesboro | TN | 10/2021 | 12/2021 |
Founder of Logos 7 Intelligence Systems in Murfreesboro, Tennessee, an independent advisory and research studio focused on human agency and orientation in AI-mediated environments. Non investment related. 40 hours per month on this activity. Started Feb 2026 YOUNG PROFESSIONALS; Position: Board member: 501C3 non investment related: No number of hours: 10 non-investment related Hrs: 2 Start Date: 10/20/2014; 123 Steelson Ct, MURFREESBORO TN 37128; attends monthly professional development meetings and service activity through The United Way of Rutherford County, or Habitat for Humanity Uber, non investment related, Murfreesboro, TN, driver, driver, July 2017, 20 hours per month, no hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-01 |
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