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407 E. 5Th St Suite B, Chattanooga, TN 37403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-12 |
Branch Locations
407 E. 5Th St Suite B, Chattanooga, TN 37403 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Consulting, Inc. | Chattanooga | TN | 05/2012 | 11/2018 |
| M Holding Securities, Inc. | Portland | OR | 05/2012 | 11/2018 |
| Principal Life Insurance Company | Chattanooga | TN | 11/2018 | 09/2021 |
| Principal Securities Incorporated | Chattanooga | TN | 11/2018 | 09/2021 |
| Thurston Springer Financial | Chattanooga | TN | 08/2021 | 09/2023 |
| Southbridge Capital Partners Llc | Chattanooga | TN | 06/2024 | Present |
| Unemployed | Chattanooga | TN | 09/2023 | 06/2024 |
1. Outside Insurance; Investment Related; Chattanooga, TN; Agent; Sale of fixed annuities, LTC, LI, DI, Group Benefits, Health, Medical; Start Date: 11/01/2018; 10 hrs per month; 10 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-16 |
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