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Aledo, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Financial Partners, Llc | Brentwood | TN | 12/2014 | Present |
| Frontier Financial Partners, Llc | Brentwood | TN | 02/2015 | Present |
ONE RESOURCE GROUP (INSURANCE MARKETING ORGANIZATION)SINCE 2016, INSURANCE SALES - 10-20 HOURS PER MONTH; INSUARANCE COMMISSIONS. American Alternative Investments; Investment related: Yes; AAI Global, 8470 Allison Point Blvd., Suite 250 Indianapolis, IN 46250; Provider of Alternative Financial Services Solutions; Marketing Partner; Introduce prospective clients to AAI alternative investment solutions.; 2018-04-13; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business: 10. -- Realty ONE Group; Investment related: No; 2920 Berry Hill Drive, Suite 210, Nashville, TN 37204, real estate assistant to Heather Raymond; assistant to Heather Raymond; - 10-28-2022; Hours devoted to business during trading hours 5; hours devoted to business outside of trading hours: 10; duties include assisting Heather Raymond with real estate consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-03 |
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