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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED_RES | 2022-09-14 |
| AR | RA | APPROVED | 2021-01-08 |
| OK | RA | APPROVED | 2021-01-08 |
Branch Locations
109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Mckee Center 2894 N Mckee Cir Suite 115, Fayetteville, AR 72703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Tulsa | OK | 08/2002 | 06/2017 |
| Pfs Investments Inc | Tulsa | OK | 12/2013 | 06/2017 |
| Cambridge Soundworks | Stillwater | OK | 01/2013 | 11/2017 |
| Madison Avenue Securities, Llc | San Diego | CA | 06/2017 | 01/2018 |
| Integrity Financial Services, Llc | Tulsa | OK | 06/2017 | 02/2019 |
| Redhawk Wealth Advisors, Inc. | Minneapolis | MN | 01/2018 | 02/2019 |
| Eazycorals.cOm | Stillwater | OK | 06/2013 | Present |
| Southeast Investments, N.C. Inc. | Charlotte | NC | 01/2018 | Present |
| Ramsey Solutions | Brentwood | TN | 07/2017 | 02/2019 |
| Optivise Advisory Services | Coppell | TX | 05/2019 | Present |
| 401K Educate | Bentonville | AR | 05/2019 | Present |
| Ramsey Solutions | Franklin | TN | 08/2019 | Present |
| 401K Wealth Management | Bentonville | AR | 08/2019 | Present |
NAME: EASYCORALS.COM; INV RELATED: NO; ADDRESS: 2600 E Pleasant Ln, Rogers, AR 72758; NATURE: PROPAGATION AND SELL OF SALTWATER CORALS; POSITION: SOLE OWNER; START DATE:06/2013; HOURS/MONTH: 4; TRADING HOURS/MONTH: 0; DUTIES: MARKETING, SALES, MANAGEMENT, AND OPERATIONS. 401k Educate: 2500 NE 11th St, Suite 256, Bentonville, AR 72712. 05/2019. I am the owner of this investment-related 401k business. I will devote 160 hours per month to this business. I am compensated by fees. Optivise Advisory Services, LLC: 9111 Cypress Waters Blvd, Suite 140, Dallas, TX 75019. 05/2019. I am a investment advisor representative with this RIA firm. I will devote 150 hours per month to this business. I am compensated by fees. Ramsey Solutions: 1011 Reams Fleing Blvd, Franklin, TN 37064. 08/2019. I a a SmartVestor Pro with this client lead service. I will devote 80 hours per month to this business. I am compensated by commissions and fees. 401k Wealth Management: 2500 NE 11th St, Suite 256, Bentonville, AR 72712. 08/2019. I am owner of this financial planning DBA. I will devote 80 hours per month to this business. I am compensated by fees and commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
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