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Current Employers
S.E.E.D. Planning Group, Llc

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-26
TN RA APPROVED 2023-12-13
  • FL RA
    APPROVED
    Since 2026-02-26
  • TN RA
    APPROVED
    Since 2023-12-13

Branch Locations

Saint Petersburg, FL • United States

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Cookeville TN 12/2012 05/2023
Northwestern Mutual Knoxville TN 05/2023 09/2023
Orvis Knoxville TN 12/2022 Present
Seed Planning Group Knoxville TN 10/2023 Present
S.E.E.D. Planning Group, Llc Knoxville TN 12/2023 Present
  • 12/2012 → 05/2023
    Student
    Cookeville, TN
  • 05/2023 → 09/2023
    Northwestern Mutual
    Knoxville, TN
  • 12/2022 → Present
    Orvis
    Knoxville, TN
  • 10/2023 → Present
    Seed Planning Group
    Knoxville, TN
  • 12/2023 → Present
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-12
  • S65 Uniform Investment Adviser Law Examination
    2023-12-12

View on SEC IAPD

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