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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-02 |
Branch Locations
3811 Bedford Avenue Suite 201, Nashville, TN 37215 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
3811 Bedford Avenue Suite 201, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-10-28 |
Branch Locations
3811 Bedford Avenue Suite 201, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Nashville | TN | 08/2021 | 03/2022 |
| Inflammo, Llc | Nashville | TN | 02/2018 | 07/2021 |
| Self-Employed | Nashville | TN | 09/2016 | 07/2021 |
| Apex Revenue Technologies | Nashville | TN | 12/2016 | 11/2018 |
| Letterlogic, Inc. | Nashville | TN | 05/2014 | 11/2016 |
| Covenant Partners, Llc | Nashville | TN | 03/2022 | 03/2026 |
| Cerity Partners Llc | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-27 |
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