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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-16 |
| VA | RA | APPROVED | 2025-09-16 |
Branch Locations
408 Pinnacle Pkwy Unit 141, Bristol, TN 37620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Abingdon | VA | 08/2022 | 05/2024 |
| Mml Investors Services, Llc | Abingdon | VA | 11/2022 | 05/2024 |
| Aflac | Abingdon | VA | 08/2022 | 09/2025 |
| The Vine Church | Abingdon | VA | 06/2018 | 11/2024 |
| Shields Electronics Supply | Bristol | TN | 12/2016 | 09/2020 |
| Cvs Pharmacy | Newburgh | IN | 02/2016 | 12/2016 |
| First Tee Tennessee | Bristol | TN | 04/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Kingsport | TN | 09/2025 | Present |
1) Aflac | Investment Related:No|Insurance|Producer|6/7/2022|Less than 20|0|No responsibilities, just wanting to retain residual income., 2) Young Life | Investment Related:No|Nonprofit Charitable Organizations|Board Member|4/1/2022|Less than 20|0|Monthly board meeting, monthly interaction with volunteer leaders within the local organization., 3) Abingdon Farmers Market | Investment Related:No|100 Remsburg Dr|Abingdon|Virginia|24210|United States|Nonprofit Charitable Organizations|Market Manager Assistant|4/1/2024|Less than 20|0|Saturday morning information table help
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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