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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-20 |
Branch Locations
4740 Lebanon Pike [Hermitage], Hermitage, TN 37076 • United States
6075 Poplar Ave Ste 650 [Tv-Rbo], Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 09/2022 | 09/2024 |
| Wells Fargo Bank, Na | Hermitage | TN | 06/2021 | Present |
| Under Armour | Mt. Juliet | TN | 06/2017 | 04/2021 |
| Volt Workforce Solutions | Mt. Juliet | TN | 01/2017 | 06/2017 |
| United Parcel Service | Nashville | TN | 10/2016 | 12/2016 |
| Motivated Movers | Hermitage | TN | 01/2016 | 10/2016 |
| Uber Eats | Nashville | TN | 06/2020 | Present |
| Doordash | Nashville | TN | 06/2020 | Present |
| Wells Fargo Clearing Services, Llc | Hermitage | TN | 04/2026 | Present |
| First Horizon Bank | Nashville | TN | 12/2024 | 03/2026 |
| Rockbox Fitness | Franklin | TN | 08/2025 | 03/2026 |
| Unemployed | Na | TN | 09/2024 | 11/2024 |
UBER EATS; NOT INV. RELATED; SAN FRANCISCO, CA; FOOD DELIVERY DRIVER; START DATE 6/2021; 16 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: DELIVER FOOD. DOORDASH; NOT INV. RELATED; SAN FRANCISCO, CA; FOOD DELIVERY DRIVER; START DATE 6/2021; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: DELIVER FOOD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-20 |
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