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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-18 |
| KY | RA | APPROVED | 2020-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Maryland Heights | MO | 12/1993 | 08/2020 |
| Raymond James Financial Services, Inc. | Owensboro | KY | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Owensboro | KY | 08/2020 | Present |
| Concurrent Advisors Support Company/Dba (Non-Owner) | Owensboro | KY | 04/2020 | 03/2023 |
| Concurrent | Owensboro | KY | 08/2020 | 03/2023 |
| Thacker Wealth And Retirement | Owensboro | KY | 08/2020 | Present |
(1)Name of Business: Soaring Holdings, LLC Address: 4542 Lake Forest Dr., Owensboro, KY, 42303, United States Activity Type: Other Position/Title: Partner Investment Related: No Start Date: 01/26/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Minimal- it's just a holding company/LLC for our real estate (2)Name of Business: Thacker Wealth and Retirement Address: 2810 Frederica St., Owensboro, KY, 42301, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/27/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am the financial advisor for our business and 50% owner with my wife, Debra Thacker.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-03 |
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