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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| TN | RA | APPROVED | 2023-06-26 |
Branch Locations
4160 North Ocoee Street Suite 9, Cleveland, TN 37312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 05/2023 | Present |
| Waypoint Financial Partners | Cleveland | TN | 05/2022 | 08/2022 |
| Transylvania University | Lexington | KY | 06/2019 | 05/2023 |
| Mccallie School - High School | Chattanooga | TN | 06/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
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