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231 Public Square Suite 300, Pmb 6, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
231 Public Square Suite 300, Pmb 6, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savvy Financial | Nashville | TN | 11/2017 | Present |
| Self Employed | Nashville | TN | 05/2017 | 11/2017 |
| Vanderbilt University | Nashville | TN | 07/2015 | 05/2017 |
| Nashville Capital Network | Nashville | TN | 01/2016 | 01/2017 |
Passive real-estate leasing (sole-proprietor) | investment-related | Dallas-Fort Worth, Texas (no specific office address) | 100% owner of single-family residences that are leased to families | 100% owner of properties but not actively engaged in operating the businesses, and the business is completely separate from Savvy Financial | start date: 07/2011 | devote less than 1 hour a month to the business | devote 0 hours to the business during securities trading hours | duties are limited to general periodic oversight of property managers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-12 |
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