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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-23 |
| TN | RA | APPROVED | 2017-03-17 |
Branch Locations
24 Old Hickory Cove, Jackson, TN 38305 • United States
1600 Division St Suite 610, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | Jackson | TN | 09/2014 | Present |
| Voya Financial Advisors | Jackson | TN | 09/2014 | Present |
NAME OF ENTITY: WEST TN INVESTMENT SERVICES; No; 24 OLD HICKORY COVE; JACKSON; TN; 38305; RENTAL PROPERTY; PARTNER; 3/1/2012; 1; 0; RENT OFFICE SPACE AND COLLECT RENT| NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 24 OLD HICKORY COVE; JACKSON; TN; 38305; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/12/2013; 3; 3; SALES FIXED INSURANCE PRODUCTS| NAME OF ENTITY: West TN Investment Services; No; 24 Old Hickory Cove; Jackson; TN; 38305; Tax purposes only; Partner; 8/18/2020; 15; 0; Tax purposes only; paying bills and staff; Cash management; writing checks| NAME OF ENTITY: Hospice House Fundraising Committee; No; 74 Directors Row; Jackson; TN; 38305; Member of the fundraising committee to help fund the construction of a Hospice House; Committee Member; 3/1/2021; 3; 3; Reaching out to friends in the business community to inform them of the importance of supporting the new Hospice House| THE JACKSON SYMPHONY POSITION: Board Member NATURE: Board Member for the for the 2026 - 2028 season INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 112 N Liberty Street, Jackson TN 38301, United States DESCRIPTION: The Board manages the Executive Director and I would have a say in leadership initiatives. The board also reviews potential musical shows and classical musical programs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-13 |
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