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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-05 |
| AR | RA | APPROVED | 2024-10-03 |
Branch Locations
9005 Overlook Blvd, Suite 103, Brentwood, TN 37027 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
603 B Southwest Drive, Jonesboro, AR 72401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharp Financial, Inc. | Jonesboro | AR | 01/2022 | Present |
| Arkansas State University | Jonesboro | AR | 06/2019 | 01/2022 |
| Arvest Bank | Jonesboro | AR | 05/2015 | 06/2019 |
Sharp Financial, Inc. Investment related. 603 B Southwest Dr., Jonesboro, AR 72401 Life insurance, annuities, Medicare supplements Advisor/Agent 01/2022 Approx. 160 hours/mo Agent giving financial advice related to the sale of annuities, life insurance, and Medicare supplements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-13 |
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