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17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-15 |
| TN | RA | APPROVED | 2022-01-05 |
Branch Locations
811 Faulkner Springs Rd, Mcminnville, TN 37110 • United States
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Douglas & Associates | Mcminnville | TN | 10/1999 | Present |
| Royal Alliance | Mcminnville | TN | 06/2015 | 04/2019 |
| Dmk Advisor Group Inc | Littleton | CO | 04/2019 | Present |
| Douglas & Lanier Agency | Mcminnville | TN | 03/2016 | Present |
DOUGLAS & LANIER AGENCY INC POSITION: Vice President NATURE: Corporation providing Property & Casualty, Life Insurance and Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2016 ADDRESS: 811 Faulkner Springs Rd., McMinnville, TN 37110, United States DESCRIPTION: Managing employees. Solicitation of Life, Group Health and Property & Casualty D&L Holding LLC Position: member Nature: real estate landlord Investment Related: no Number of Hours: 2 hours a month Start Date: April 2019 DMK Advisor Group Inc (as listed on U4) Position: shareholder & investment professional. Nature: BD & RIA Investment Related: yes Number of Hours: 4 hours a month Compass Financial Management LLC through association with DMK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-20 |
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