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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-11-02 |
Branch Locations
2908 Poston Ave. Ste. 1, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance Compa | Nashville | TN | 01/1998 | 11/2018 |
| Signator Investors, Inc. | Nashville | TN | 04/1998 | 11/2018 |
| Osaic Wealth, Inc. | Nashville | TN | 11/2018 | Present |
1. FREEMAN WEALTH MANAGEMENT LLC POSITION: Owner/ Investment Advisor Representative NATURE: DBA- Freeman Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/08/2020 ADDRESS: 210 25th Avenue North, Suite 1200, Nashville TN 37203, United States DESCRIPTION: Sales, marketing of securities, investment advisory, and insurance products. 2. FIXED INSURANCE POSITION: Advisor NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/15/1998 ADDRESS: 2908 Poston Avenue, Suite 1, Nashville TN 37203, United States DESCRIPTION: I offer fixed insurance products and LTC when appropriate. 2. INNOVATIVE FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/04/2018 ADDRESS: 2908 Poston Avenue, Suite 1, Nashville TN 37203, United States DESCRIPTION: I am a financial advisor affiliated with IFG and listed on their website.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-18 |
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