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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-21 |
Branch Locations
One Nashville Place, 150 4Th Ave N Suite 1410, Nashville, TN 37219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provident Wealth Management | Brentwood | TN | 05/2022 | 07/2026 |
| Finance Startup | Nashville | TN | 07/2019 | 05/2022 |
| Virtue Capital Management | Brentwood | TN | 01/2018 | 07/2019 |
| Ubs | Nashville | TN | 04/2017 | 11/2017 |
| State Street | Boston | MA | 04/2014 | 04/2017 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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