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1211 Jefferson Rd., South Charleston, WV 25309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-06-22 |
Branch Locations
1211 Jefferson Rd., South Charleston, WV 25309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica | Charleston | WV | 07/2015 | 11/2016 |
| Freedom Financial Insurance Group, Llc | Charleston | WV | 11/2016 | Present |
| Freedom Financial Advisors | Charleston | WV | 06/2022 | Present |
Freedom Financial Advisors- Investment Related- CEO- IAR- We provide investment advice. Business started in 6/2022. I devote approximately 30 hours per month to this business. Freedom Financial Insurance Group - Non Investment Related- CEO- we provide insurance and savings information. Business started in 11/2016- I devote approximately 50 hours per month to this business. Freedom Federal Educators- Non Investment Related - We provide federal benefits education services. I am the sole owner and CEO. The business started in 02/2019. I devote approximately 20 hours per month to this business. 15 hours per month would be during securities trading hours. My primary duty is to create and present educational content to be presented via an educational webinar, etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-04 |
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