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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
216 Centerview Dr Ste 115, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 09/2020 | 04/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2020 | 04/2022 |
| Shoemaker Financial | Brentwood | TN | 09/2020 | 04/2022 |
| Dr. Denice Fish, Edd | Nashville | TN | 01/2017 | 09/2020 |
| Western Express | Nashville | TN | 01/2016 | 12/2016 |
| Tennessee State University | Nashville | TN | 01/2018 | 12/2019 |
| Roussel And Associates | Brentwood | TN | 05/2022 | Present |
| Woodbury Financial Services Inc | Brentwood | TN | 05/2022 | 01/2024 |
| Osaic Wealth, Inc. | Brentwood | TN | 01/2024 | Present |
1) SFA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/14/2020 ADDRESS: 2176 West Street Suite 100, Germantown TN 38138, United States DESCRIPTION: Fixed Insurance Sales. 2) ROUSSEL & ASSOCIATES POSITION: Paraplanner NATURE: Roussel & Associates Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/16/2022 ADDRESS: 216 Centerview Drive, Brentwood TN 37027, United States DESCRIPTION: Duties would include insurance sales. 3) TENNGREEN POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 1213A 16th Ave S, Nashville TN 37212, United States DESCRIPTION: I attend board meeting to discuss the organizations goals. Attend events with board members, staff, and associates of the non-profit. 4) SADDLE UP! POSITION: Young Professionals Board Member NATURE: Non-Profit that provides equine therapy to children & young adults with developmental issues. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2024 ADDRESS: 1549 Old Hillsboro Road, Franklin TN 37069, United States DESCRIPTION: I work with other young professionals to help support Saddle Up! in any way. That would be attending events, meetings, and discussions to make sure the organization is achieving its goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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