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Nashville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln County High School | Stanford | KY | 07/2016 | 08/2020 |
| 21St Century | Highland | KY | 08/2018 | 05/2020 |
| Western Kentucky University | Bowling Green | KY | 05/2020 | 05/2024 |
| Journeys | Bowling Green | KY | 01/2021 | 05/2021 |
| Old Spaghetti Factory | Newport Beach | CA | 05/2021 | 07/2021 |
| Western Kentucky University | Bowling Green | KY | 08/2021 | 11/2021 |
| Cracker Barrel | Bowling Green | KY | 01/2021 | 01/2022 |
| Vincent Group | Smith Grove | KY | 01/2022 | 04/2022 |
| Office Of The Comptroller Of The Currency | Lousiville | KY | 05/2022 | 02/2023 |
| Buffalo Wild Wings | Bowling Green | KY | 08/2022 | 11/2022 |
| Liberty First Credit Union | Lincoln | NE | 05/2023 | 07/2023 |
| Watering Hole | Lincoln | NE | 05/2023 | 07/2023 |
| Houchens Insurance Group | Bowling Green | KY | 08/2023 | 05/2024 |
| Us Soccer Referee Association | Bowling Green | KY | 08/2023 | 05/2024 |
| Focus Financial Network Inc | Minneapolis | MN | 05/2024 | 06/2025 |
| Osaic Wealth Inc | Minneapolis | MN | 07/2024 | 06/2025 |
| Savvy | Edina | MN | 06/2025 | 03/2026 |
| Oasis Wealth Planning Advisors | Nashville | TN | 03/2026 | Present |
| Perspective 9 Wealth Advisors | Minneapolis | MN | 05/2024 | 03/2026 |
Referee: US Soccer Referee Association / 385 Lovers Lane, Bowling Green, KY 42103 - not investment related - referee youth soccer games - 5 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
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