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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
217 Dozier Blvd. Suite 204, Florence, SC 29501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2018 | 09/2023 |
| Mcleod Health | Florence | SC | 09/2015 | 03/2018 |
| &Partners | Florence | SC | 09/2023 | Present |
ENSEMBLE WEALTH PLANNING LLC POSITION: Officer NATURE: Creating LLC so that we can do a k1 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2025 ADDRESS: Florence, SC 29501 DESCRIPTION: officer FIRST PRESBYTERIAN CHURCH CHILD DEVELOPMENT CENTER POSITION: board member NATURE: board member on daycare board INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 700 Parke Ave Florence SC 29501, United States DESCRIPTION: assist in decision making on the programs of daycare and well being ALL SAINTS EPISCOPAL DAY SCHOOL POSITION: Treasurer & Board Member NATURE: i will be serving as a board member for the school. volunteer position INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2025 ADDRESS: Florence, SC 29501, United States DESCRIPTION: I will be treasurer and responsible for reporting on the budget each month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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