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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-09-23
TN RA APPROVED 2017-03-17
  • TX RA
    APPROVED_RES
    Since 2019-09-23
  • TN RA
    APPROVED
    Since 2017-03-17

Branch Locations

24 Old Hickory Cove, Jackson, TN 38305 • United States

1600 Division St Suite 610, Nashville, TN 37203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Jackson TN 09/2014 Present
Voya Financial Advisors Jackson TN 09/2014 Present
  • 09/2014 → Present
    Voya Financial
    Jackson, TN
  • 09/2014 → Present
    Voya Financial Advisors
    Jackson, TN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-07
S63 Uniform Securities Agent State Law Examination 2001-01-13
  • S65 Uniform Investment Adviser Law Examination
    2017-03-07
  • S63 Uniform Securities Agent State Law Examination
    2001-01-13

View on SEC IAPD

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