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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 02/2021 | 03/2021 |
| Securian Financial Services Inc | St Paul | MN | 03/2021 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 03/2021 | 08/2023 |
| Shoemaker Financial | Germantown | TN | 03/2021 | Present |
| Meals In Motion, Llc | Memphis | TN | 03/2009 | 04/2017 |
| The Capital Grille | Memphis | TN | 04/2017 | 08/2018 |
| Miles Mason Family Law Group | Germantown | TN | 08/2018 | 01/2021 |
| Miles Mason Family Law Group | Germantown | TN | 08/2018 | 01/2021 |
| Cetera Wealth Services, Llc | Germantown | TN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. SHOEMAKER FINANCIAL FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/02/2021 ADDRESS: 2176 West Street Suite 100, Germantown TN 38138, United States DESCRIPTION: Fixed insurance sales. 2. NAME OF OTHER BUSINESS: ABBY AND JOHN WILSON; INVESTMENT RELATED: NO; ADDRESS: 9290 N FAIRMONT CIR, COLLIERVILLE, TN 38017; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: UTILIZE PROPERTY MANAGEMENT COMPANY, JENNAE REALTY, TO RENT OUT PROPERTY; 3. NAME OF OTHER BUSINESS: LEADERSHIP GERMANTOWN, INVESTMENT RELATED: NO, ADDRESS: 2095 EXETER RD, STE 80-253, GERMANTOWN, TN 38138, START DATE: 10/2025, NATURE OF BUSINESS: NON-PROFIT, POSITION/TITLE/RELATIONSHIP: SECRETARY, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: TAKE NOTES AT MEETINGS AND DISTRIBUTE PRIOR TO THE NEXT MEETING; ENGAGE AND GROW THE INCOMING CLASS OF LEADERSHIP GERMANTOWN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
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