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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-23 |
| TN | RA | APPROVED | 2026-07-23 |
Branch Locations
4020 Aspen Grove Drive Suite 520, Franklin, TN 37067 • United States
4730 Village Square Drive Suite 110, Paducah, KY 42001 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truxton Trust | Nashville | TN | 08/2024 | 03/2026 |
| Lpl Financial, Llc | Nashville | TN | 08/2024 | 03/2026 |
| Premier Private Wealth, Llc | Franklin | TN | 06/2023 | 03/2024 |
| Union University | Jackson | TN | 08/2020 | 05/2023 |
| Mccracken Count | Paducah | TN | 06/2015 | 08/2020 |
| Truxton Trust | Nashville | TN | 03/2024 | 08/2024 |
| Robert W. Baird & Co. Incorporated | Franklin | TN | 07/2026 | Present |
| Unemployed | Nashville | TN | 03/2026 | 07/2026 |
From Alpha To Omega, LLC -- proprietor. Investment related. I founded this position as Founder to provide qualitative investment research for Biblically Responsible investing data. There are no recommendations and admonitions in the research. This business exists purely to provide Christian insights on public stocks. I began it in April 2026 and work approximately 10 hours a week outside of trading hours. I write thought leadership about church and Christian stewardship and provide research for a subscription fee to individual investors exclusively.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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