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777 East Austin, Nacogdoches, TX 75965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
777 East Austin, Nacogdoches, TX 75965 • United States
9982 Commerce Street, Summerville, GA 30747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 12/2020 |
| Anderson Power Services | Douglasville | GA | 12/2020 | 03/2022 |
| Power Solutions Unlimited | Jasper | GA | 03/2022 | Present |
| Uptick Partners | Nacogdoches | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
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