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Brentwood, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| MI | RA | APPROVED | 2024-02-09 |
| TN | RA | APPROVED | 2024-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. | Brentwood | TN | 07/2014 | 08/2019 |
| Park Avenue Securities | Brentwood | TN | 09/2014 | 08/2019 |
| Raymond James Financial Services, Inc. | Franklin | TN | 08/2019 | 12/2023 |
| Southwestern Investment Advisory Services (Swias) | Franklin | TN | 08/2019 | 11/2022 |
| Southwestern Investment Group | Franklin | TN | 08/2019 | 11/2022 |
| Non-Variable Insurance | Franklin | TN | 08/2019 | 12/2023 |
| Access Team | Franklin | TN | 12/2021 | 11/2023 |
| Sagespring Wealth Partners | Franklin | TN | 11/2022 | 11/2023 |
| Afton Advisors, Llc | Brentwood | TN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-22 |
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