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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-11-20 |
| IL | RA | APPROVED | 2023-11-18 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
5000 Meridian Blvd Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Llc | Franklin | TN | 03/2021 | 02/2022 |
| Preffered Rate | Roseville | CA | 11/2020 | 02/2021 |
| Prime Health Services, Inc. | Franklin | TN | 08/2019 | 11/2020 |
| Unemployed | Nashville | TN | 06/2019 | 08/2019 |
| Tannehill, Carmean & Mckenzie, Pllc | Oxford | MS | 03/2019 | 05/2019 |
| State Farm | New Orleans | LA | 05/2017 | 07/2017 |
| Ole Miss Athletic Department | Oxford | MS | 01/2017 | 05/2017 |
| Old Venice Pizza Company | Oxford | MS | 09/2016 | 04/2017 |
| University Of Mississippi | Oxford | MS | 09/2016 | 02/2019 |
| Athens Academy | Athens | GA | 08/2011 | 09/2016 |
| Sierra Investment Management, Inc. | Santa Monica | CA | 02/2022 | 06/2023 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 03/2022 | 06/2023 |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2023 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-30 |
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