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31 Lewis Street Suite 401, Binghamton, NY 13901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-08 |
Branch Locations
2030 Falling Waters Rd #180, Knoxville, TN 37922 • 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 |
|---|---|---|---|---|
| S.E.E.D. Planning Group | Knoxville | TN | 06/2024 | Present |
| Kroger | Knoxville | TN | 12/2018 | 05/2024 |
| Tn Dept. Of Treasury | Nashville | TN | 05/2023 | 08/2023 |
| High School | Nolensville | TN | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
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