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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Monroe | NC | 05/2011 | 12/2020 |
| Fifth Third Securities | Monroe | NC | 04/2012 | 12/2020 |
| Royal Alliance Associates, Inc. | Brentwood | TN | 12/2020 | 10/2022 |
| Independent Financial Group, Llc | Brentwood | TN | 10/2022 | 07/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2026 | Present |
| Cetera Investment Advisers Llc | Brentwood | TN | 08/2026 | Present |
| Regions Bank | Brentwood | TN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-11 |
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