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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
9056 Corporate Gardens Dr Suite 102, Germantown, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 01/2015 | 05/2017 |
| Minnesota Life Insurance Co | St Paul | MN | 01/2015 | Present |
| Shoemaker Financial | Germantown | TN | 01/2015 | Present |
| Woodbury Financial Services Inc | Germantown | TN | 06/2017 | 01/2024 |
| Osaic Wealth, Inc. | Germantown | TN | 01/2024 | Present |
1. ROBERT LACKEY POSITION: independent agent NATURE: Independent agent selling fixed life insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2017 ADDRESS: 1133 Colonial Road, Memphis TN 38117, United States DESCRIPTION: Independent agent selling fixed life insurance products 2. P1 FINANCIAL PLANNING & WEALTH STRATEGIES POSITION: Owner/Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2023 ADDRESS: 9053 Stone Walk Pl, Germantown TN 38138, United States DESCRIPTION: DBA name for financial planning, advisory, fixed and variable life insurance, health insurance, disability insurance, long term care insurance, and property and casualty insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-04 |
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