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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2007-11-19 |
Branch Locations
10118 Quarry Hill Place, Parker, CO 80134 • United States
9729 Cogdill Rd. Ste. 104, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual | Horsham | PA | 01/2005 | Present |
| William E. Hopkins & Associates, Inc. | Jackson, | TN | 04/2006 | Present |
| Schoolsafe, Inc. | Centennial | CO | 02/2019 | Present |
SALE OF LIFE INSURANCE, FIXED ANNUITIES, AND LONG TERM CARE INSURANCE. STARTED IN 01/01/2007 AS A DBA TRINITAS FINANCIAL PARTNERS. 10118 QUERRY HILL PLACE PARKER, CO 80134. 50 HOURS PER MONTH. PAID BY COMMISSION. NOT SECURITIES RELATED. SchoolSAFE, Inc., Chief Financial Officer/Officer/Director, 1552 E. Fremont Drive, A101, Centennial, CO 80112, 160 hours per month, non investment related, start date of February 2019. TAX ACCOUNING / FINANCIAL ANALYSIS AND VARIOUS ACCOUNTING AND FINANCE RELATED PROJECTS FOR SMALL BUSINESS OWNERS. 10 HOURS PER WEEK. 35-40 HOURS PER MONTH. NOT SECURITIES RELATED. PAID HOURLY/ FLAT FEE. 10118 QUARRY HILL PLACE PARKER, CO 80134. STARTED 01/01/2008.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
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