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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 |
|---|---|---|---|---|
| Carrollton Bank | O'FAllon | IL | 03/2020 | 02/2021 |
| Kestra Investment Services Llc | Nashville | IL | 02/2021 | 07/2024 |
| Unemployed | O'FAllon | IL | 07/2011 | 03/2020 |
| Kestra Advisory Services, Llc | Nashville | IL | 12/2021 | 07/2024 |
| Assured Partners | Nashville | IL | 06/2024 | Present |
| Private Client Services | Nashville | IL | 07/2024 | Present |
1) FSM Wealth, Inc. 9627 Wall Street, Nashville, IL 62263. Financial planning business conducted under DBA for Assured Partners Investment Advisors. Advisor. 160 hrs/mo; 130 during trading hrs. Not investment related. 2) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 160 hrs/mo; 130 during trading hrs. 3) 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. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
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