Theresa Ayers

Current Employers

Employment History

• 09/2018 → 02/2019
  Cx Institutional, Llc
  Auburn, IN
• 04/2019 → 03/2021
  Ascensus
  Dresher, PA
• 01/2023 → 07/2024
  Transamerica Financial Advisors, Inc
  Maumee, OH
• 08/2022 → 07/2024
  World Financial Group, Inc.
  Maumee, OH
• 07/2022 → 08/2022
  Mid Atlantic
  Pittsburgh, PA
• 04/2021 → 09/2022
  American Trust
  Lexington, KY
• 06/2019 → 07/2019
  Ascensus
  Newton, MA
• 02/2021 → 04/2021
  Unemployed
  Fort Wayne, IN
• 09/2018 → 03/2019
  Lpl Financial
  Auburn, IN
• 11/2010 → 09/2018
  Lincoln Financial Distributors
  Radnor, PA
• 01/2023 → 06/2023
  Engage Mentoring
  Indianapolis, IN
• 07/2024 → Present
  Hub Investment Partners, Llc
  Austin, TX

Previous Registrations

• 2023-01-18 → 2024-07-16
  Transamerica Financial Advisors, Llc
  Perrysburg, OH
• 2020-07-20 → 2021-02-16
  Ascensus Investment Advisors, Llc
  Needham, MA
  Fort Wayne, IN
• 2018-10-19 → 2019-02-11
  Cx Institutional, Llc
  Auburn, IN
• 2010-11-30 → 2011-02-24
  Lincoln Financial Distributors, Inc.
  Fort Wayne, IN
• 2010-09-15 → 2010-10-13
  Shelton Financial Group, Inc.
  Fort Wayne, IN

Other Businesses

BUSINESS: WORLD FINANCIAL GROUP; ISSUER: STATE OF INDIANA; TITLE: INSURANCE LICENSEE; AS OF: 12/12/2018; 4 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: CAN PROVIDE LIFE INSURANCE OR FIXED/INDEXED PRODUCTS AS REQUESTED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-19
• S63 Uniform Securities Agent State Law Examination
  2010-04-06

Other Names

• Theresa M Pugh
• Theresa M Pugh
• Theresa M Holmes
• Theresa M Ayers
• Theresa Holmes
• Theresa Pugh