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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bender Acres Grain Farm | Pinckneyville | IL | 05/2017 | 08/2020 |
| Intrust Bank Arena | Wichita | KS | 01/2019 | 03/2020 |
| Rent One Park Home Of The Southern Illinois Miners | Marion | IL | 05/2019 | 08/2019 |
| Wichita State University | Wichita | KS | 08/2018 | 05/2021 |
| Fsm Wealth | Nashville | IL | 11/2020 | 02/2021 |
| Wichita State Admissions Office | Wichita | IL | 01/2019 | 05/2019 |
| Bauza Landscaping | Nashville | IL | 05/2018 | 08/2018 |
| Nashville Community Public Schools | Nashville | IL | 03/2004 | 05/2018 |
| Kestra Investment Services Llc | Nashville | IL | 05/2021 | 07/2024 |
| Private Client Services | Nashville | IL | 07/2024 | Present |
1) FSM Wealth, Inc. 9627 Wall St, Nashville, IL 62263. Financial planning business conducted under DBA for Assured Partners Investment Advisors. Advisor. 160 hrs/mo; 130 during trading hrs. 2) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 4045, Tampa, FL 33607. RIA. 160 hrs/mo; 130 during trading hrs. 3) Klingenberg Properties LLC. 968 S. Mill St, Nashville, IL 62263. Own and manage residential real estate properties. Owner/Manager. 10 hrs/mo; 10 during trading hrs. Not investment related. 4) MDRT. 325 West Touhy Ave, Park Ridge, IL. Independent association of financial services professionals and insurance brokers. Member, volunteer. 10 hrs/mo; 10 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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