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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-18 |
Branch Locations
123 Nw 4Th Street, Suite 1, Evansville, IN 47708 • 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 |
|---|---|---|---|---|
| &Partners | Nashville | TN | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atascadero | CA | 05/2024 | 05/2026 |
| Spectrum Reach | Evansville | IN | 11/2022 | 05/2024 |
| Liberty Federal Credit Union | Evansville | IN | 07/2021 | 11/2022 |
| One Main Financial | Evansville | IN | 11/2020 | 07/2021 |
| Darden | Evansville | IN | 06/2016 | 08/2020 |
| University Of Southern Indiana | Evansville | IN | 06/2016 | 12/2020 |
| Bank Of America, N.A. | Atascadero | CA | 07/2024 | 05/2026 |
DOORDASH POSITION: Driver NATURE: Food Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2026 ADDRESS: San Franciso, CA 94107 DESCRIPTION: 1099 job delivering food.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-15 |
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