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1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-08 |
Branch Locations
145 Bear Crossing Ste 100, Mt Juliet, TN 37122 • United States
1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606 • United States
Lebanon, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado State University | Fort Collins | CO | 01/2016 | 01/2017 |
| Waddell & Reed | Fort Collins | CO | 08/2016 | 02/2017 |
| Waddell & Reed, Inc | Fort Collins | CO | 02/2017 | 01/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Arvada | CO | 07/2017 | 01/2019 |
| Phillip Loring | Fort Collins | CO | 07/2018 | 01/2019 |
| Spectra | Fort Collins | CO | 09/2017 | 08/2018 |
| Old Colorado Brewing Company | Wellington | CO | 05/2019 | 07/2019 |
| Scout & Molly's | Loveland | CO | 05/2019 | 06/2019 |
| Unemployed | Fort Colins | CO | 02/2019 | 04/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 05/2019 | 08/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2019 | 05/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 08/2019 | 05/2024 |
| First Command Insurance Service, In. | Fort Worth | TX | 08/2019 | 05/2024 |
| Craft Asset Management | Tampa | FL | 05/2024 | Present |
Lebanon Sisterhood; not investment-related; Lebanon, TN; Women's Event Management; Partner; Start Date: 3/15/2024; approximately six hours per month, two during securities trading hours; event planning and promotion and social media page admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-12 |
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