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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
| TN | RA | APPROVED | 2024-03-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
6111 Shallowford Road Suite 103, Chattanooga, TN 37421 • United States
Douglasville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Roswell | GA | 12/2017 | 11/2019 |
| Raymond James Financial Services Advisors, Inc. | Chattanooga | TN | 11/2019 | 03/2024 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 11/2019 | 03/2024 |
| Freedom Street Partners | Chattanooga | TN | 06/2020 | 03/2024 |
| Steward Partners Global Advisory, Llc | Chattanooga | TN | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Chattanooga | TN | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Chattanooga | TN | 03/2024 | Present |
| Central Baptist Church | Douglasville | GA | 10/1999 | Present |
(1)Name of Business: Covenant Wealth Advisors Address: 6111 Shallowford Rd Ste 103, Chattanooga, TN, 37421, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: -Advisor-Financial Planner-Associate. (2) Name of Business: Freedom Street Partners Address: 6111 Shallowford Rd. Ste 103, Chattanooga, TN, 37421, United States Activity Type: Support Company - Non-Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/25/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor/ Associate 3) Name of Business: Ignite Living; City/State: Hiawassee, GA; Activity type: Board Memberships; Position/Title: Board Member; Duties: Board Member; Nature of Business: Non-Profit; Start date: 01/01/2025; 0-3 HRS/MO devoted to this activity; 2 HRS/MO devoted to this activity during trading hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-03 |
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