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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-20 |
Branch Locations
3257 Commercial Way, Spring Hill, FL 34606 • United States
109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Spring Hill | FL | 05/2013 | 01/2021 |
| Td Ameritrade, Inc. | Spring Hill | FL | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Optivise Advisory Services | Franklin | TN | 01/2021 | Present |
| Compass Wealth Group | Spring Hill | FL | 01/2021 | Present |
Name: The Crafting Company, Role: President, Type: Retail Sales, Start Date: 08/15/2020, Investment Related?: No, Address: 17807 Garsalaso Cir, Brooksville, FL 34604, Number of Hours/Mo: 15, Duties: Create the personalized designs requested by consumers, sell and ship them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-30 |
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