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5 S. Jefferson Avenue, Cookeville, TN 38501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
5 S. Jefferson Avenue, Cookeville, TN 38501 • United States
9729 Cogdill Rd. Suite 302, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Knoxville | TN | 11/2024 | 06/2026 |
| Auxilia Training Llc | Knoxville | TN | 10/2023 | Present |
| Vjh Concierge Financial Planning | Knoxville | TN | 04/2022 | 10/2023 |
| Auxilia Training Llc | Knoxville | TN | 06/2021 | 04/2022 |
| Cannon Research | Annapolis | MD | 02/2020 | 06/2021 |
| Auxilia Training Llc | Vienna | VA | 01/2018 | 02/2020 |
| Paragon Systems | Reston | VA | 02/2018 | 11/2018 |
| Soc, Llc | Chantilly | VA | 07/2016 | 01/2018 |
| Nylife Securities Llc | Knowville | TN | 02/2025 | 06/2026 |
| Ridgebrook Capital Management Llc | Cookeville | TN | 06/2026 | Present |
| Ridgebrooke Retirement Planning, Llc | Cookeville | TN | 06/2026 | Present |
(1) Auxila Training LLC; No; Knoxville, TN; Talk show host / Public Speaker / Author; President/Owner; Officer; 12/2014; 10/ HRS MO;/ 0 HRS MO; run all aspects of the business, including accounting, corporate taxes, and business operations. - I create and complete research projects that I design for public policy research. Almost all of the research projects are hobbies or personal passions. I create tools for content creation, data analytics, and website development, and I am learning to use Artificial Intelligence. I will use the software tools to scrape websites, analyze data, and generate content.] (2) RidgeBrooke Retirement Planning, LLC; Yes; Cookeville, TN; Insurance & Tax Planning; Insurance Agent; 06/2026; 25% of total time spent on this activity. [VetNet; Vet Net is a veteran's only networking group that facilitates weekly meetings for veteran business owners or veteran employees. ; 5214 S Middlebrook Pike, Knoxville, TN 37921 ; Start Date 08/2025; Role/Title: Officer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Vice President, and my role is to help facilitate meetings when the President is absent. I assist with the VetNet website, plan networking events, manage the group chat, and undertake any other tasks as needed by the organization or the President.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-24 |
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