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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
2305 Hickory Valley Road Suite B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Advisers Group Corp | Chattanooga | TN | 05/1999 | Present |
| Lincoln Financial Securities Corporation | Chattanooga | TN | 07/2008 | 01/2025 |
| Hedrick Financial Services Company | Chattanooga | TN | 01/1997 | Present |
| Osaic Wealth, Inc. | Chattanooga | TN | 01/2025 | Present |
1) RONALD L. FARROW 2305 HICKORY VALLEY RD SUITE B CHATTANOOGA, TN 37421 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/1997 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) NAME AND ADDRESS: WILLOW TREE WEALTH MANAGEMENT, LLC, 2305 HICKORY VALLEY RD, STE B, CHATTANOOGA TN CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LLC CREATED TO EMPLOY STAFF AND PAYS OFFICE EXPENSES. ALSO OFFERS DISABILITY INSURANCE, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 10/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 UPDATE FORM BR: YES 3) WILLOW TREE WEALTH MANAGEMENT, LLC. POSITION: Owner NATURE: It will be my S Corp that employees my staff and pays my office expenses. I INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 2305 Hickory Valley RD, Suite B, Chattanooga TN 37421, United States DESCRIPTION: Manage and oversee employees and have financial responsibilities of running LLC. 4) RONALD L. FARROW POSITION: Agent NATURE: Sell and Service of Life, Health, Disability, and Long Term Care Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 ADDRESS: 2305 Hickory Valley RD, Suite B, Chattanooga TN 37421, United States DESCRIPTION: Conduct all activities as a professional insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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