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109 Westpark Dr Suite 105, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-04-20 |
Branch Locations
109 Westpark Dr Suite 105, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Capital Management | Cleveland | OH | 05/2015 | 06/2018 |
| Unemployed | Brentwood | TN | 05/2018 | 02/2019 |
| Timothy Partners, Ltd. | Maitland | FL | 02/2019 | 12/2025 |
| Compass Advisory Partners Llc | Beechgrove | TN | 05/2020 | 03/2021 |
| Fsc Securities Corporation | Cookeville | TN | 05/2020 | 03/2021 |
| Planrock Investments, Llc | Franklin | TN | 03/2021 | Present |
1. TAILWINDS AVIATION, LLC INVESTMENT RELATED: NO ADDRESS: 80 GENERAL BRECKENRIDGE BEECHGROVE TN 37018 NATURE: AIRCRAFT HOLDING COMPANY POSITION: MANAGER AND MEMBER START DATE: 2007 HOURS EXPENDED: 1 HOUR/MONTH HOURS DURING TRADING HIOURS: 0 DUTIES: OVERSEE OPERATION 2. PlanRock, LLC INVESTMENT RELATED: YES ADDRESS: FRANKLIN TN NATURE: INVESTMENT ADVISORY SERVICES POSITION:IAR START DATE: 03/2021 DESCRIPTION: Investment advisory representative APPROXIMATE HOURS EXPENDED PER MONTH: 8 - 10 HOURS DURING TRADING HOURS: 8 - 10
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-23 |
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