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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Excelsior | Evansville | IN | 04/2016 | 05/2017 |
| Wendell Fosters Campus | Owensboro | KY | 05/2017 | 06/2021 |
| Cantella & Co., Inc. | Owensboro | KY | 06/2021 | 12/2021 |
| Ifp Securities | Owensboro | KY | 02/2022 | 05/2022 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 05/2022 | 06/2023 |
| Old National Bank | Evansville | IN | 06/2023 | 12/2024 |
| 1834 Investment Advisors Co. | Evansville | IN | 02/2024 | 12/2024 |
| Lpl Financial Llc | Evansville | IN | 02/2024 | 09/2024 |
| Thacker Wealth And Retirement | Owensboro | KY | 12/2024 | Present |
| Raymond James Financial Services, Inc. | Owensboro | KY | 12/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Owensboro | KY | 12/2024 | Present |
(1)Name of Business: Thacker Wealth and Retirement Address: 2810 Frederica St, Owensboro, KY, 42301-5444, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/17/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor - we use Thacker Wealth and Retirement as our DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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