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181 East Main St. Suite #7, Hendersonville, TN 37075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-26 |
Branch Locations
181 East Main St. Suite #7, Hendersonville, TN 37075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | Franklin | TN | 07/2024 | 08/2024 |
| United Bank Of Switzerland | Nashville | TN | 04/2022 | 07/2024 |
| Regions Bank | Brentwood | TN | 11/2021 | 04/2022 |
| First Horizons Bank | Franklin | TN | 04/2021 | 11/2021 |
| Us Army - Tennessee National Guard | Dickson | TN | 06/2020 | Present |
| Us Bank | Brentwood | TN | 02/2020 | 07/2020 |
| Unemployed | Nashville | TN | 10/2019 | 12/2019 |
| Suntrust Bank | Brentwood | TN | 02/2018 | 10/2019 |
| O'CHarley's | Brentwood | TN | 08/2016 | 02/2018 |
| Hsn, Inc. | Kingston Springs | TN | 11/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 08/2024 | Present |
| Fleming's | Nashville | TN | 12/2019 | 02/2020 |
| Belmont University | Nashville | TN | 08/2021 | 05/2024 |
| Vanderbilt University | Nashville | TN | 08/2024 | Present |
| Bank Of America, N.A. | Franklin | TN | 09/2024 | Present |
I*: 2580258 Entity Type: Governmental Name of the other business Tennessee Army National Guard Investment-related: No Address of the other business: Dickson, TN 37035 Title, or relationship with the other business: Operations Sergeant employed by Tennessee Army National Guard Start date of your relationship: 06/2020 Approximate number of hours/month you devote to the other business: 48 hrs mthly Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Lead the operations section of the company and perform the duties directed by the chain of command. Changes daily. I*: 2082280 Entity Type: Entity Charitable Name of OBA: The Store Address: Nashville, TN Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/18/2024 Number of Hours: 40 hrs annually Number of Hours during trading: 0 Duties: Public Relations and Community Engagement Committee member as part of the Young Professionals Board for activities planning for the Non-Profit, The Store, which is focused on providing food to those with food insecurities due to being unable to afford groceries.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
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