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Franklin, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2026-08-24 |
| OH | RA | APPROVED | 2026-08-23 |
| TN | RA | APPROVED | 2026-08-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Canonsburg | PA | 04/2022 | 01/2026 |
| Charles Schwab Bank, Ssb | Canonsburg | PA | 04/2022 | 01/2026 |
| Amazon | Pittsburgh | PA | 12/2021 | 03/2022 |
| Aldi Usa | Pittsburgh | PA | 06/2020 | 11/2021 |
| Student - University Of Pittsburgh | Pittsburgh | PA | 08/2016 | 04/2020 |
| American Eagle Outfitters | Pittsburgh | PA | 06/2019 | 08/2019 |
| Lighthouse Wealth, Llc | Franklin | TN | 04/2026 | 06/2026 |
| Steward Partners Investment Advisory, Llc | Franklin | TN | 04/2026 | 06/2026 |
| Steward Partners Investment Solutions, Llc | Franklin | TN | 04/2026 | 06/2026 |
| Unemployed | Nashville | TN | 01/2026 | 04/2026 |
| Defining Wealth | Franklin | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
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