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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-09 |
Branch Locations
9729 Cogdill Rd. Ste. 104, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tretta Montegomery Real Estate | Knoxville | TN | 06/2015 | 09/2016 |
| Perfect Serve | Knoxville | TN | 09/2016 | 05/2018 |
| Securities Service Network | Knoxville | TN | 05/2018 | 09/2020 |
| Securities America, Inc. | Knoxville | TN | 11/2020 | 07/2024 |
| Ladenburg Thalmann Asset Management | New York | NY | 07/2020 | 11/2020 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 07/2024 |
| Silver Oak Securities, Inc. | Jackson | TN | 07/2024 | Present |
1) Spark Driver,Is Not Investment Related,"Knoxville, , Knoxville, TN, 37917, United States",Delivery of Walmart groceries,Delivery Driver,1/1/2024,4 hours per month,0 hours per month during trading hours,Commission Compensation,I deliver Walmart groceries using the Spark Driver phone app to Walmart customers. 2) Soccer Referee,Is Not Investment Related,"Knoxville, , Knoxville, TN, 37917, United States",Officiate/manage soccer games,Soccer Referee,1/1/2020,6 hours per month,0 hours per month during trading hours,Commission Compensation,I manage/officiate soccer games in and around Knox County for players of all ages.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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