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30 Burton Hills Suite 550, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-26 |
Branch Locations
30 Burton Hills Suite 550, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrimack College Financial Capability Center | North Andover | MA | 09/2018 | 12/2018 |
| Town Of Mansfield | Mansfield | MA | 05/2018 | 08/2018 |
| Chris Gasbarro's Wine & Spirits | Seekonk | MA | 05/2017 | 08/2017 |
| Chris Gasbarro's Wine & Spirits | Seekonk | MA | 12/2017 | 01/2018 |
| Cunha Trucking & Moving Co Inc | 55 Amaral St. | RI | 08/2016 | 09/2016 |
| Student At Merrimack College | North Andover | MA | 09/2016 | 05/2017 |
| Student At Merrimack College | North Andover | MA | 09/2017 | 12/2017 |
| Student At Merrimack College | North Andover | MA | 01/2018 | 05/2018 |
| Student At Merrimack College | North Andover | MA | 01/2019 | 06/2019 |
| Intern At Fidelity Investments | Merrimack | NH | 06/2019 | 08/2019 |
| Graduate Student At Merrimack College | North Andover | MA | 09/2019 | 05/2020 |
| Fidelity Investments | Merrimack | NH | 05/2020 | 08/2021 |
| Columbia Management Investment Distributors, Inc. | Minneapolis | MN | 08/2021 | 03/2023 |
| Columbia Management Investment Advisors | Minneaplois | MN | 08/2021 | 03/2023 |
| Pacer Financial, Inc. | Malvern | PA | 03/2023 | 08/2025 |
| Creative Investment Group, Llc | Nashville | TN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-11 |
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