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5210 Maryland Way Ste 202, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-12 |
Branch Locations
5210 Maryland Way Ste 202, Brentwood, TN 37027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gfg Solutions | Orlando | FL | 03/2024 | 03/2025 |
| Ffa | Orlando | FL | 05/2023 | 12/2023 |
| Southeastern | Auburn | AL | 08/2021 | 06/2023 |
| Ge Healthcare Financial Services | Auburn | AL | 09/2022 | 04/2023 |
| Southern Flower | Pueblo | CA | 05/2021 | 08/2021 |
| Auburn University | Auburn | AL | 08/2019 | 05/2023 |
| Student | Lake Forest | IL | 05/2015 | 06/2020 |
| Student | Franklin | TN | 07/2020 | 07/2021 |
| Caldwell Advisors, Llc | Brentwood | TN | 02/2026 | Present |
| Toyota Of Orlando | Orlando | FL | 04/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-22 |
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