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Franklin, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-10 |
| MI | RA | APPROVED | 2026-02-09 |
| PA | RA | APPROVED | 2026-02-09 |
| TN | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | TN | 11/2021 | 02/2024 |
| The Dixon Group | Centennial | CO | 03/2021 | 10/2021 |
| United Parcel Services | Franklin | TN | 11/2020 | 01/2021 |
| Continental Insurance Services | Franklin | TN | 05/2018 | 02/2021 |
| Jets Pizza | Franklin | TN | 05/2013 | 06/2017 |
| University Of Tennessee, | Knoxville | TN | 08/2016 | 05/2020 |
| Applied Capital Llc | Nashville | TN | 02/2024 | 01/2026 |
| Park And Refer | Broomfield | CO | 06/2022 | 01/2026 |
| Defining Wealth Partners Llc | Franklin | TN | 02/2026 | Present |
(1) Continental Insurance Service, LLC | investment related = yes | 4400 Franklin South Court, Franklin, TN 37064 | Medical Insurance Company selling medicare supplements | 1% partner | Father's company | 07/07/2020 | 0 hours devoted to the other business | 0 hours trading securities for the other business | I have no duties to the company or receive nay form of compensation and hold a 1% share of the entity for estate planning purposes, only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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