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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
3543 N Crossing Cir., Valdosta, GA 31602 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Valdosta | GA | 08/2023 | 09/2025 |
| Los Angeles Angels Of Anaheim (Mlb) | Anaheim | CA | 01/2013 | 11/2019 |
| Unemployed | Hahira | GA | 11/2019 | 01/2020 |
| New York Yankees (Mlb) | Tampa | FL | 01/2020 | 11/2021 |
| Unemployed | Hahira | GA | 11/2021 | 04/2022 |
| New York Yankees (Mlb) | Tampa | FL | 04/2022 | 04/2023 |
| Unemployed | Hahira | GA | 04/2023 | 08/2023 |
| &Partners | Nashville | TN | 09/2025 | Present |
KALEB COWART PLAY IT FORWARD BASEBALL CAMP POSITION: Founder NATURE: I am a former professional baseball player. Every year, I host a baseball camp for kids. The day consists of learning about baseball and Jesus. All money is donated back to kids in the local community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: N/A, United States DESCRIPTION: Founder/ Host TBC INVESTMENTS LLC POSITION: Owner NATURE: My dad and I are partners in two rental homes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: Adel, GA 31620 DESCRIPTION: Owner. I also handle repairs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-03 |
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