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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
208 Frontage Rd. Suite 4, Clemson, SC 29631 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 01/2024 |
| 49 Wealth Management Llc | Austin | TX | 02/2024 | 05/2025 |
| Clemson University | Clemson | SC | 08/2021 | 05/2022 |
| Southwestern Advantage | Nashville | TN | 05/2021 | 08/2021 |
| Clemson University | Clemson | SC | 08/2020 | 05/2021 |
| Lawn Guys | Clemson | SC | 05/2020 | 08/2020 |
| Clemson University | Clemson | SC | 08/2019 | 05/2020 |
| Clemson University Center For Career And Professional Developmen | Clemson | SC | 05/2019 | 08/2019 |
| Tri-County Technical College | Pendleton | SC | 08/2018 | 05/2019 |
| Unemployed | Clemson | NY | 05/2018 | 08/2018 |
| K-12 School | Clemson | SC | 08/2006 | 05/2018 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
| &Partners | Nashville | TN | 06/2025 | Present |
TAC ENTERPRISES, LLC POSITION: Founder & Owner NATURE: It is a consulting, services, and product sale/resale business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: Clemson, SC 29631 DESCRIPTION: Research on potential products to re-sell or produce.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-23 |
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