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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-26 |
| NC | RA | APPROVED | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Financial Corporation | Nashville | TN | 01/2014 | 08/2019 |
| Johnson Capital Planning | Nashville | TN | 08/2019 | Present |
Credit Bros LLC Non-Investment Related 13575 58th St N, Ste 200 Clearwater, Fl 33760 Credit Counseling Co-Owner 01/2017 8 Hours a month None Duties is just monthly meetings overview of business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
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