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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-27 |
Branch Locations
92 Exeter Rd, Jackson, TN 38305 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Tn Wealth | Jackson | TN | 05/2026 | Present |
| Independent Financial Partners | Jackson | TN | 05/2026 | Present |
| Remax Prime | Parsons | TN | 08/2015 | 03/2018 |
| Axle Logistics | Knoxville | TN | 08/2019 | 02/2020 |
| Publix | Knoxville | TN | 10/2020 | 08/2021 |
| Student | Knoxville | TN | 02/2010 | 05/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2021 | 05/2026 |
| Northwestern Mutual Investment Services Llc | Jackson | TN | 09/2021 | 05/2026 |
| Below Par, Llc | Jackson | TN | 09/2024 | 05/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-18 |
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