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2513 De Soto Dr., Austin, TX 78733 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2025-11-30 |
Branch Locations
725 Cool Springs Blvd #600, Franklin, TN 37067 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 11/2013 | 03/2019 |
| Bank Of America, N.A. | Franklin | TN | 11/2013 | 03/2019 |
| Beacon Capital Management, Llc | Franklin | TN | 03/2019 | 03/2020 |
| Unemployed | Thompsons Station | TN | 03/2020 | 07/2020 |
| Lpl Financial, Llc | Franklin | TN | 07/2020 | 11/2025 |
| Shorebreak Capital, Llc | Austin | TX | 11/2025 | Present |
1. 07/13/2020 - Adaro Realty - Mortgage/Real Estate Services - Brentwood, TN - Not Investment Related - Start date: 04/01/2020 - 8 hrs/ mnth 5 hrs during trading 2. 07/13/2020 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start date: 06/01/2020 - 24 hrs/ mnth 15 hrs during trading 3. 4/7/2021 - US Community Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/13/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 4) 01/03/2025 - Kibbel Financial Planning - Not Investment Related - Other - Book Author - Home Based - Start Date:01/01/2024 - 2 Hrs/Mth - 0 Hrs During Trading. 5. 06/27/2025 - Kibbel Financial Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/17/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
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