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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2014-10-29 |
Branch Locations
151 Major Reynolds Place, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Knoxville | TN | 03/2010 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 03/2013 | Present |
1.) REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS AND CREDIT CARD PRODUCTS. 2.) MEMBER OF JUNIOR ADVISORY BOARD OF GREAT STARTS OF HELEN ROSS MCNABB CENTER; SUPPORT THE CAUSE WITH FUNDRAISING EFFORTS AND COMMUNITY AWARENESS; 1 HR/WK; MEMBER OF JUNIOR ADVISORY BOARD OF CYSTIC FIBROSIS FOUNDATION; SUPPORT CAUSE WITH FUNDRAISING EFFORTS AND COMMUNITY AWARENESS; 1 HR/WK. 3.) BOARD MEMBER AND TREASURER FOR SLATED FOR GRACE MINISTRIES, INC; MAINTAIN THE BOOKS AND REPORT INCOME TO CPA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-28 |
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-09 |
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