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Account
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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-09 |
Branch Locations
2030 Falling Waters Rd. Suite 180, Knoxville, TN 37822 • United States
31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Chattanooga | TN | 03/2014 | 12/2017 |
| Chat Foundation | Chattanooga | TN | 01/2018 | 01/2019 |
| Mcdonalds | Dayton | TN | 04/2016 | 11/2017 |
| Life Bridges | Cleveland | TN | 11/2017 | 05/2019 |
| Walt Disney World | Orlando | FL | 05/2019 | 09/2019 |
| Liberty Tax | Margate | FL | 11/2019 | 11/2020 |
| Ebenzer Childrens Academy | Knoxville | TN | 06/2021 | 09/2021 |
| Solar Titan Usa | Knoxville | TN | 10/2021 | 10/2022 |
| S.E.E.D. Planning Group Llc | Knoxville | TN | 10/2022 | 12/2023 |
| S.E.E.D. Planning Group Llc | Knoxville | TN | 01/2024 | Present |
| Unemployed | Knoxville | TN | 12/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
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