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Germantown, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-17 |
| TN | RA | APPROVED | 2022-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forward Financial Planning Llc | Germantown | TN | 12/2021 | Present |
| N/A | Bartlett | TN | 07/2021 | 11/2021 |
| Aspire Planning Associates | Bartlett | TN | 05/2020 | 06/2021 |
| N/A | Bartlett | TN | 01/2003 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-29 |
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