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Nashville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-31 |
| TN | RA | APPROVED | 2024-08-12 |
Branch Locations
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2023 | 07/2024 |
| Chick-Fil-A | Pittsburgh | PA | 03/2018 | 12/2019 |
| Liberty University | Lynchburg | VA | 10/2019 | 05/2020 |
| Target | Lynchburg | VA | 06/2021 | 07/2021 |
| Rodgers & Rodgers Llc | Lynchburg | VA | 07/2021 | 05/2023 |
| Liberty University | Lynchburg | VA | 10/2022 | 06/2023 |
| Thrivent Financial | Warrenton | VA | 05/2022 | 08/2022 |
| Virginia Army National Guard | Lynchburg | VA | 03/2020 | Present |
| Doordash | Lynchburg | VA | 03/2021 | 07/2024 |
| Unemployed | South Park | PA | 08/2014 | 03/2018 |
| Liberty University | Lynchburg | VA | 08/2019 | 05/2020 |
| Liberty University | Lynchburg | VA | 01/2021 | 05/2023 |
| Oasis Wealth Planning Advisors, Llc | Nashville | TN | 07/2024 | Present |
Virginia Army National Guard / 168 Constitution Lane, Lynchburg, VA. 24502 / Start date: 03/2020 / not investment related / Human Resources Specialist providing administrative support to soldiers / approx. 16 hrs. per month / 0 during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
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