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1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-05 |
Branch Locations
1222 Demonbreun Street Suite 1635, Nashville, TN 37203 • United States
1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homewood High School | Homewood | AL | 07/2013 | 05/2017 |
| St. Olaf College | Northfield | MN | 08/2017 | 05/2019 |
| Xavier University | Cincinnati | OH | 08/2019 | 05/2022 |
| Cahaba Wealth Management | Nashville | TN | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
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