Jeffrey Alan Duncan

Current Employers

Employment History

• 01/2013 → 10/2016
  The O. N. Equity Sales Company
  Cincinnati, OH
• 12/2012 → 10/2016
  Ohio National Financial Services
  Cincinnati, OH
• 10/2016 → 06/2019
  Tcm Securities, Inc
  Woodstock, GA
• 10/2016 → 05/2024
  Triumph Wealth Advisors
  Woodstock, GA
• 01/2013 → Present
  Sunrises Financial Partners
  Lafayette, TN
• 08/1977 → Present
  Duncan Auctioneers
  Lafayette, TN
• 06/2013 → Present
  Tri-County Electric Membership Corporation
  Lafayette, TN
• 06/2019 → 05/2024
  World Equity Group
  Lafayette, TN
• 05/2024 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Previous Registrations

• 2019-08-16 → 2024-05-20
  Triumph Wealth Advisors, Inc.
  Lafayette, TN
  Acworth, GA
• 2016-11-01 → 2019-06-20
  Triumph Wealth Advisors, Inc.
  Lafayette, TN
  Acworth, GA
• 2013-01-14 → 2016-11-01
  On Investment Management Co
  Lafayette, TN
  Cincinnati, OH
• 2011-11-22 → 2013-01-28
  Lpl Financial Llc
  Lafayette, TN
  Gaithersburg, MD
  Lafayette, TN
• 2010-01-20 → 2011-11-23
  Edward Jones
  St Louis, MO
  Lafayette, TN
  Lafayette, TN
  Carthage, TN

Other Businesses

1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: SUNRISE FINANCIAL PARTNERS | POSITION HELD: AGENT | ADDRESS: 668 HWY 52 BYPASS W, LAFAYETTE, TN 37083 | START DATE: 05/17/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2)AUCTIONEER | INVESTMENT RELATED: NO | DBA NAME: DUNCAN AUCTIONEERS | POSITION HELD: OWNER | ADDRESS: 33 SUNRISE DRIVE, LAFAYETTE, TN 37083 | START DATE: 05/17/2024 | NATURE OF ACTIVITY: AUCTIONEER | APPROX HRS PER MTH: 1 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Assist other auctioneers with their auctions on a needs basis as well as conduct benefit auctions occasionally. 3)COUNTY GOVERNMENT | INVESTMENT RELATED: NO | DBA NAME: MACON CO BOARD OF PLANNING AND ZONING | POSITION HELD: CHAIRMAN OF THE BOARD| ADDRESS: PUBLIC SQUARE | START DATE: 05/17/2024 | NATURE OF ACTIVITY: COUNTY GOVERNMENT | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Conduct monthly meeting of the board to hear and consider any issues or requests pertaining to the planning code of Macon Co. There is no involvement with funds of any kind. 4)FRATERNAL ORGANIZATION | INVESTMENT RELATED: NO | DBA NAME: GRAHAM LODGE #208 | POSITION HELD: SECRETARY OF LODGE | ADDRESS: 350 VETERANS MEMORIAL HWY, SCOTTSVILLE, KY 42164 | START DATE: 05/17/2024 | NATURE OF ACTIVITY: FRATERNAL ORGANIZATION | APPROX HRS PER MTH: 6 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Send out dues notices and collect annual dues, all monies are turned over to the treasurer. 5)CHURCH CLERK | INVESTMENT RELATED: NO | DBA NAME: PLESANT HILL CHURCH | POSITION HELD: CLERK & TRUSTEE | ADDRESS: 371 PLEASANT HILL ROAD, LAFAYETTE, TN 37083 | START DATE: 05/17/2024 | NATURE OF ACTIVITY: CHURCH CLERK | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Duties of the clerk include maintaining church membership records and keeping minutes of all business meetings, no monies are handled. Duties of the trustee are to oversee the real estate of the church, this is done with 2 additional trustees. 6)FARM INTEREST | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: OWNER | ADDRESS: 1554 HORSEHOE BEND ROAD, SCOTTSVILLE, KY 42164 | START DATE: 05/17/2024 | NATURE OF ACTIVITY: FARM INTEREST | APPROX HRS PER MTH: 32 | APPROX TRADING HRS PER MTH: 32 | DESCRIPTION OF DUTIES: I own a 105 acre farm that is currently leased out. I receive annual passive oncome from this. I may have to sell from time to time farm animals and products. This is part of a family farm I have been involved with my entire life, and took ownership of in 2023. 7)BBQ COMPETITION | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: OWNER | ADDRESS: 33 SUNRISE DRIVE, LAFAYETTE, TN 37083 | START DATE: 05/17/2024 | NATURE OF ACTIVITY: BBQ COMPETITION | APPROX HRS PER MTH: VARIES | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: COOK IN OCCASIONAL COMPETITIONS FOR EVENTS & FRIENDS. 8)MASONIC HOMES OF KY | POSITION: BOARD MEMBER | NATURE: NURSING HOME | INVESTMENT RELATED: NO | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 2 | START DATE: 11/20/2024 | ADDRESS: 330 MASONIC HOME DRIVE, MASONIC HOME KY 40041 | DESCRIPTION: ATTEND BOARD MEETING ONCE A MONTH. BOARD IS CHARGED WITH OVERSIGHT OF MANAGEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2010-01-15