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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
| TN | RA | APPROVED | 2026-08-06 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
1200 Premier Dr Suite 225, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 08/2026 | Present |
| Episcopal Diocese Of East Tennessee | Knoxville | TN | 03/2024 | 07/2026 |
| Boulder High School | Boulder | CO | 01/2024 | 04/2024 |
| Eldora Ski Resort | Nederland | CO | 10/2023 | 12/2023 |
| Duncan Park Episcopal Camp | Ward | CO | 05/2023 | 07/2023 |
| Copper Mountain Ski Resort | Frisco | CO | 02/2023 | 04/2023 |
| Rev Coffee | Smyrna | GA | 11/2022 | 01/2023 |
| Unemployed | Smyrna | GA | 04/2022 | 11/2022 |
| Erick Allen For Lieutenant Governor Of Georgia | Atlanta | GA | 08/2021 | 03/2022 |
| Suws Of The Carolinas | Old Fort | NC | 05/2021 | 08/2021 |
| Georgia State Senate | Atlanta | GA | 01/2021 | 05/2021 |
| Raphael Warnock For Us Senate | Atlanta | GA | 12/2020 | 12/2020 |
| Full Time Student | Athens | GA | 08/2016 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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