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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-07-20 |
Branch Locations
106 Southport Drive, Somerset, KY 42501 • United States
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Horizons, Llc | Somerset | KY | 07/2021 | Present |
| Self-Employed | Somerset | KY | 07/2011 | Present |
| Future Assurance | Somerset | KY | 05/2021 | Present |
1.) Independent Insurance Agent, investment related, 1110 Fawn Run Somerset, KY 42501, Start Date 06/2008, Lines of Authority in Health and Life, Approximately 64 hours/month with 64 hours during securities trading hours, Sale and service of insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-13 |
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