Lisa Ann Malone

Current Employers

Employment History

• 01/2000 → Present
  Companion Cpa Group, Pc.
  Cookeville, TN
• 01/2021 → 06/2024
  Securities America, Inc.
  Baxter, TN
• 01/2021 → 06/2024
  Securities America Advisors
  Baxter, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Baxter, TN

Previous Registrations

• 2021-01-19 → 2024-06-14
  Securities America Advisors, Inc.
  Baxter, TN

Other Businesses

1. LISA MALONE POSITION: Insurance Sales NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2021 ADDRESS: 588 Cunningham Lane, Baxter TN 38544, United States DESCRIPTION: Insurance Sales 2. TTU ACCOUNTING DEPT ADVISORY BOARD POSITION: Board Member NATURE: Advisory Board for the Accounting Department of Tennessee Technology University INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/05/2023 ADDRESS: 1 William L Jones Dr, Cookeville TN 38505, United States DESCRIPTION: Provide feedback on issues impacting the accounting department at TTU 3. LISA MALONE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: 858 Cunnigham Dr, Baxter TN 38544, United States DESCRIPTION: Health & Life insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-07-27

Designations

Other Names

• Lisa Ann Malone