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1 West College St Suite 4, Athens, TN 37303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-05 |
Branch Locations
1 West College St Suite 4, Athens, TN 37303 • United States
Cbl Center Ii, Suite 230 2034 Hamilton Place Blvd, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Square Llc | Athens | TN | 03/2025 | Present |
| N/A | Ooltewah | TN | 11/2024 | 03/2025 |
| Ubs Financial Services Inc | Knoxville | TN | 01/2022 | 11/2024 |
| N/A | Knoxville | TN | 11/2021 | 01/2022 |
| Kulia Business Solutions Corp | Knoxville | TN | 11/2021 | 11/2021 |
| N/A | Knoxville | TN | 08/2021 | 11/2021 |
| Bradley County Schools | Cleveland | TN | 08/2017 | 08/2021 |
| N/A | Cleveland | TN | 05/2017 | 08/2017 |
| N/A | Johnson City | TN | 03/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
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