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751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-10-25 |
Branch Locations
751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Asset Management | Brentwood | TN | 01/2015 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 01/2015 | 09/2016 |
| Kalos Capital | Alpharetta | GA | 10/2016 | 11/2017 |
| Beacon Capital Management | Franklin | TN | 10/2016 | Present |
Insurance Sales POSITION: Insurance Sales Agent ADDRESS: 751 Cool Springs Blvd., Suite 106, Franklin, Tennessee 37067. DESCRIPTION: Sales of Life Insurance, Long Term Care Insurance, Disability Insurance, and Annuities. START DATE: 01/01/2015 INVESTMENT RELATED: No. NUMBER OF HOURS: 20 TRADING HOURS: 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-28 |
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