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4910 Old Mechanicsburg Rd, Springfield, OH 45502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-03-16 |
Branch Locations
Fitzgerald, GA • United States
4910 Old Mechanicsburg Rd, Springfield, OH 45502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Marsh Agency | Fitzgerald | GA | 01/1999 | Present |
| W. H. Colson Securities, Inc. | Greenville | NC | 07/2002 | 12/2017 |
| W H Colson & Associates, Inc | Fitzgerald | GA | 02/2003 | 12/2017 |
| W H Colson Insurance Agency | Greenville | NC | 07/2002 | 12/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 01/2018 | 01/2020 |
| Kovack Advisors, Inc | Fort Lauderdale | FL | 01/2018 | 01/2020 |
| The Tavenner Company | Springfield | OH | 01/2020 | Present |
| Tavco Financial Advisory, Inc. | Springfield | OH | 01/2020 | Present |
| The Tavenner Agency | Springfield | OH | 01/2020 | Present |
The Tavenner Company, Registered Representative, and Tavco Financial Advisory, Inc., investment advisor representative, 90% of time spent. Insurance, not investment related, Agent 254 Wilson Ave., Fitzgerald, GA 31750 10% of time spent. Final Expense and Medicare Supplement insurance products sold through Southern Marketing, Life insurance products sold through Broker House, and Health insurance products sold through Helfrich Brokerage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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