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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Solutions Midwest, Llc | Nashville | IL | 12/2016 | Present |
| Northwestern Mutual | Fairview Heights | IL | 05/2016 | 12/2016 |
| Kestra Investment Services, Llc | Nashville | IL | 08/2017 | 07/2024 |
| Kestra Advisory Services, Llc | Nashville | IL | 03/2023 | 07/2024 |
| Assured Partners Investment Advisors | Orlando | FL | 06/2024 | Present |
| Private Client Services | Nashville | IL | 07/2024 | Present |
1) FSM Wealth. 9627 Wall Street, Nashville, IL 62263. Director-trading, I process all trades wanted by advisors or clients. I also handle day to day client requests. 160 hrs/mo; 6 during trading hrs. 2) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 160 hrs/mo; 6 hrs/day during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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