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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-19 |
| TN | RA | APPROVED | 2023-04-03 |
Branch Locations
900 S Gay Street Suite 2109, Knoxville, TN 37902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Knoxville | TN | 07/2011 | 06/2017 |
| Usadvisors Wealth Managment | Knoxville | TN | 10/2014 | 03/2017 |
| Securities America Advisors | Knoxville | TN | 03/2017 | 06/2017 |
| Center Street Securities, Inc. | Nashville | TN | 06/2017 | Present |
| Center Street Advisors | Nashville | TN | 06/2017 | Present |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | Present |
| Arete Wealth Management, Llc | Chicago | IL | 03/2023 | Present |
1) LEGACY FINANCIAL GROUP - TITLE: AGENT - BUSINESS NATURE: INSURANCE SALES 2) LEGACY FIRMS THE LE BLANC FINANCIAL ALLIANCE OF COMPANIES - TITLE: INSURANCE AGENT - BUSINESS NATURE: INSURANCE SALES - 30% TIME SPENT 3) Center Street ADVISORS - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related: Yes - Start Date: 6/2017 - Located at 900 SOUTH GAY ST STE 2109, KNOXVILLE TN 37902 4) UNITED HEALTHCARE POSITION: Health Insurance Agent NATURE: Sales of Medicare Suppliment plans as well as Prescription Drug Plans and Low Income Subsidy Plans for United Healthcare. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/2016 ADDRESS: 900 S. Gay St., Suite 2109, Knoxville TN 37902 DESCRIPTION: Educate consumers on health insurance options. Make sales to qualified consumers. Conduct community meetings regarding health insurance options.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-14 |
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