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John Tomas Mcfie

Wealth Team LLC

Franklin, IN

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Current Employers
Wealth Team Llc

Franklin, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-09-29
TX RA APPROVED_RES 2023-04-05
NV RA APPROVED 2021-04-07
  • IN RA
    APPROVED
    Since 2023-09-29
  • TX RA
    APPROVED_RES
    Since 2023-04-05
  • NV RA
    APPROVED
    Since 2021-04-07

Branch Locations

Franklin, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Team Llc Franklin IN 02/2021 Present
Star Solutions Llc Franklin IN 05/2015 Present
T&M Mentoring, Llc Las Vegas NV 03/2014 01/2022
Wealth Solutions, Llc Franklin IN 03/2014 Present
Mcfie Insurance Llc Franklin IN 12/2014 Present
Thousand Hills International Franklin IN 04/2010 02/2024
Sky Ways Llc Las Vegas NV 06/2015 01/2022
  • 02/2021 → Present
    Franklin, IN
  • 05/2015 → Present
    Star Solutions Llc
    Franklin, IN
  • 03/2014 → 01/2022
    T&M Mentoring, Llc
    Las Vegas, NV
  • 03/2014 → Present
    Wealth Solutions, Llc
    Franklin, IN
  • 12/2014 → Present
    Mcfie Insurance Llc
    Franklin, IN
  • 04/2010 → 02/2024
    Thousand Hills International
    Franklin, IN
  • 06/2015 → 01/2022
    Sky Ways Llc
    Las Vegas, NV
Other Businesses

Life Benefits, LLC ; Franklin, IN; Insurance Agent since 12/2014; investment related; 140 hrs/mo;insurance sales Star Solutions LLC; Franklin, IN; Manager/Member since 05/2015; not investment related; 6 hrs/mo; software development and services Wealth Solutions, LLC; Las Vegas, NV; Manager since 03/2014; not investment related; 5 hrs/mo; books and educational material

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-10
  • S65 Uniform Investment Adviser Law Examination
    2020-10-10
Other Names
  • John Mcfie

View on SEC IAPD

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