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Chad L Tennant

The Freedom Experience, Inc.

Fletcher, OH

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Current Employers
The Freedom Experience, Inc.

Fletcher, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-11
  • OH RA
    APPROVED
    Since 2022-01-11

Branch Locations

Fletcher, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Wealth Management Chicago IL 08/2006 Present
Landmark Investment Group Cheektowaga NY 02/2008 Present
Twams Financial Planning, Llc Eastlake OH 04/2018 Present
  • 08/2006 → Present
    Summit Wealth Management
    Chicago, IL
  • 02/2008 → Present
    Landmark Investment Group
    Cheektowaga, NY
  • 04/2018 → Present
    Twams Financial Planning, Llc
    Eastlake, OH
Previous Registrations
  • 2012-01-26 → 2021-12-31
    Fletcher, OH
  • 2012-01-26 → 2020-12-31
    Fletcher, OH
  • 2018-05-18 → 2020-04-30
    Twams Financial Planning, Llc
    East Lake, OH
  • 2009-03-10 → 2011-12-31
    Fletcher, OH
  • 2007-02-28 → 2009-02-26
    Summit Wealth Management, Inc
    Atlanta, GA
  • 2005-09-02 → 2006-08-15
    First Command Brokerage Services, Inc.
    Libertyville, IL
  • 2005-01-05 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

My Deliverables Team 7227 E Snyder Rd Fletcher, OH 45326 PROFESSIONAL LIASON MANAGEMENT SERVICES - WHICH ARE NOT INVESTMENT RELATED. OPERATING MANAGER - ENSURE CONTRACTORS MEET THEIR CONTRACTED ASSIGNMENTS STARTED IN JULY OF 2005. I SPEND ABOUT 120 HOURS PER MONTH DEVOTED TO THIS BUSINESS. I DEVOTE APPROXIMATELY FOUR HOURS EACH DAY TO THE BUSINESS DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-04
S63 Uniform Securities Agent State Law Examination 2002-12-02
  • S65 Uniform Investment Adviser Law Examination
    2004-11-04
  • S63 Uniform Securities Agent State Law Examination
    2002-12-02

View on SEC IAPD

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