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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| TN | RA | APPROVED | 2026-01-21 |
Branch Locations
Germantown, TN • United States
7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercedes Benz Of Collierville | Collierville | TN | 01/2018 | 11/2018 |
| Ramsey Solutions | Franklin | TN | 03/2020 | 11/2020 |
| Rvw Wealth Llc | Memphis | TN | 03/2025 | 07/2025 |
| Fedex Express | Memphis | TN | 02/2018 | 03/2018 |
| Fidelity Investments | Germantown | TN | 08/2025 | Present |
| Mississippi State University | Starkville | MS | 08/2014 | 05/2017 |
| Bright Cellars | Germantown | TN | 04/2021 | 06/2023 |
| Benefit Recovery Group | Memphis | TN | 11/2018 | 02/2020 |
| Unemployed | Eads | TN | 11/2020 | 04/2021 |
| Raymond James | Memphis | TN | 06/2023 | 03/2025 |
| Unemployed | Lakeland | TN | 07/2017 | 12/2017 |
| William Carey University | Hattiesburg | MS | 05/2017 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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