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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-14 |
Branch Locations
10200 Forest Green Blvd Suite 304, Louisville, KY 40223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Louisville | KY | 10/2021 | 06/2024 |
| Self-Employed | Prospect | KY | 08/2017 | Present |
| Ups | Louisville | KY | 09/1985 | 08/2017 |
| Securities America Advisors | Louisville | KY | 01/2022 | 06/2024 |
| Osaic Wealth, Inc. | Louisville | KY | 06/2024 | Present |
GILLIAM MEASE ADVISORS LLC POSITION: Financial Advisor NATURE: Fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/29/2022 ADDRESS: 10200 Forest Green Blvd., Suite 304, Louisville KY 40223, United States DESCRIPTION: I plan to offer insurance products in conjunction with overall financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-09 |
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