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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-16 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
217 Stirling Road, Warren, NJ 07059-5238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lps Partners Inc | New York | NY | 04/2015 | 10/2016 |
| Red Oak Wealth Management | Warren | NJ | 10/2016 | Present |
| Tribal Capital Markets, Llc | New York | NY | 10/2017 | 04/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2019 | Present |
| Lifemark Securities Corp. | Rochester | NY | 04/2020 | 11/2022 |
| Aflac | New York | NY | 09/2016 | 07/2019 |
RED OAK WEALTH MANAGEMENT , Title: INDEPENDENT INSURANCE AGENT , Description: SALES AND SERVICE OF LIFE, GROUP HEALTH AND ACCIDENT INSURANCE PRODUCTS., Start Date: 10-01-2016, Address: 217 STIRLING ROAD, SUITE A, WARREN, NJ 07059, Investment-related? YES, Hours per month: 6, During trading hours: 0 SHENANDOAH HOSPITALITY GROUP, INC. , Title: SECRETARY , Description: OWNERSHIP IN HOTEL, Start Date: 09-01-2012, Address: WAYNESBORO, VA , Investment-related? NO, Hours per month: 0, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-26 |
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