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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-07 |
| TN | RA | APPROVED | 2026-01-07 |
Branch Locations
9627 Wall St., Nashville, IL 62263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Solutions Midwest, Llc | Nashville | IL | 06/2016 | 01/2019 |
| Kestra Advisory Services, Llc. | Eagle | IN | 01/2018 | 07/2024 |
| Kestra Investment Services, Llc | Eagle | IN | 06/2016 | 07/2024 |
| Private Client Services | Nashville | IL | 07/2024 | Present |
1) National Association of Insurance and Financial Advisors Illinois Chapter. PO Box 13365, Springfield, IL 62791. Serve on board of directors helping put together programs and advocacy efforts. This is an unpaid position. Secretary/Grand Treasurer. 10 hrs/mo; 5 during trading hrs. Not investment related. 2) FSM Wealth. 9627 Wall Street, Nashville, IL 62263. FSM Wealth is a financial planning and investment firm. Financial advisor-working with clients and giving advice. 160 hrs/mo; 160 during trading hrs. Investment related. 3) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-05 |
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