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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-25 |
Branch Locations
401 E Jackson St Suite 3675, Tampa, Fl 33602, Tampa, FL 33602 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westin | Chattanooga | TN | 06/2019 | 09/2019 |
| Unemployed | Chattanooga | TN | 09/2019 | 06/2020 |
| University Of Tennessee At Chattanooga | Chattanooga | TN | 08/2016 | 05/2024 |
| The Patten Group, Inc. | Chattanooga | TN | 12/2021 | 11/2024 |
| Vxi Global Solutions | Atlanta | GA | 07/2020 | 10/2022 |
| Aramark | Chattanooga | TN | 08/2016 | 08/2017 |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 11/2024 | 02/2026 |
| Lpl Financial Llc | Tampa | FL | 02/2026 | Present |
1. 8/2026 - IHT Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/19/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
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