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3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-04-01 |
Branch Locations
3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regis University | Bryan | TX | 08/2016 | 12/2020 |
| Jpmorgan Chase Bank | Bryan | TX | 09/2016 | 02/2021 |
| Jp Morgan Securities Llc | Bryan | TX | 09/2016 | 02/2021 |
| Woodmont Investment Counsel | Nashville | TN | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-14 |
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