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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Knoxville | TN | 12/2002 | 09/2020 |
| Ssn Advisory, Inc. | Knoxville | TN | 06/2003 | 09/2020 |
| Securities America, Inc. | Knoxville | TN | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Knoxville | TN | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Knoxville | TN | 06/2024 | Present |
| Osaic Wealth, Inc. | Knoxville | TN | 06/2024 | Present |
1. JONES KIRKPATRICK AND ASSOCIATES FINANCIAL SERVICES, LLC POSITION: principal/agent NATURE: This is an Independent Insurance Agency selling health and life insurance for businesses and individuals. Licensed to offer P and C. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2001 ADDRESS: 420 Ebenezer Rd, Knoxville TN 37923 DESCRIPTION: I am an independent agent representing several companies. I Determine customer needs for insurance, offer, sell and service life and health insurance. 2. DBA - Jones Kirkpatrick & Associates Financial Services, LLC 3. ROTARY CLUB OF FARRAGUT POSITION: Board member/member NATURE: Non-profit, Volunteer, Charitable organization. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/06/2006 ADDRESS: P.O. Box 22158, Farragut TN 37933 DESCRIPTION: Involved in making decisions regarding operation of the club. 4. ROTARY CLUB OF FARRAGUT FOUNDATION POSITION: board member NATURE: Foundation for the Rotary Club of Farragut. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2022 ADDRESS: P.O. Box 22158, Farrgaut TN 37933 DESCRIPTION: Assist in the review and approval of the appropriateness of disbursement of charitable contributions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-09 |
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