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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagship Financial Advisors | Brentwood | TN | 05/2023 | 04/2025 |
| Stratos Wealth Advisors, Llc | Brentwood | TN | 08/2023 | 04/2025 |
| Regions Bank | Nashville | TN | 06/2022 | 05/2023 |
| Salisbury University | Salisbury | MD | 05/2020 | 06/2022 |
| Heritage Investors | Knoxville | TN | 01/2019 | 07/2019 |
| Farmers Bank Of Willards | Salisbury | MD | 05/2018 | 08/2018 |
| Bank Of Delmarva | Salisbury | MD | 05/2017 | 08/2017 |
| University Of Tennessee Knoxville | Knoxville | TN | 08/2016 | 05/2020 |
| Wealthspire Advisors Llc | Salisbury | MD | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
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