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Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-15 |
| KY | RA | APPROVED | 2025-04-29 |
Branch Locations
Shepherdsville, KY • United States
Arlington, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Financial | Bowling Green | KY | 01/2022 | 08/2022 |
| Western Kentucky University | Bowling Green | KY | 08/2017 | 06/2021 |
| Bullitt County Public Schools | Mount Washington | KY | 08/2013 | 06/2017 |
| Magnolia Wealth Management Llc | Bowling Green | KY | 09/2022 | 05/2023 |
| Wayfinder Wealth | Bowling Green | KY | 05/2023 | 03/2025 |
| Pawn Rising | Mount Washington | KY | 06/2019 | 01/2022 |
| Veracity Advisory | Palm Beach Gardens | FL | 03/2025 | 02/2026 |
| Capitial Markets Iq | Arlington | TX | 03/2025 | Present |
Fixed insurance sales and business valuations, 20 hours per week; 10 during trading hours, start May 2025. Investment-related. CPA team-based model services , consulting with accounting firms and their clients, tax planning and mitigation, risk management, estate planning needs. Investment related; 30% of time on this activity per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
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