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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-29 |
| TN | RA | APPROVED | 2022-06-06 |
Branch Locations
679 Morganton Square Dr., Maryville, TN 37801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Maryville | TN | 10/2009 | 12/2017 |
| Dba - Wmg Financial Advisors, Llc | Maryville | TN | 08/2017 | 01/2018 |
| Wmg Financial Services | Maryville | TN | 08/2017 | 01/2018 |
| Proequities Inc | Maryville | TN | 12/2017 | 01/2018 |
| Investacorp Inc | Miami | FL | 01/2018 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 01/2018 | 07/2020 |
| Sheets Financial Group | Maryville | TN | 01/2018 | Present |
| Securities America, Inc. | Maryville | TN | 07/2020 | 06/2022 |
| Securities America Advisors, Inc. | Maryville | TN | 07/2020 | 06/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2022 | Present |
1) SHEETS PHILLIPS DEVELOPERS GP / PO box 5627, Maryville TN 37801 / 08/01/2002 / NIR / OWNER - REAL ESTATE / 20 HR/MO - 10 HR/MO TRADING 2) MORGANTON SQ ROB SHEETS GEN PARTNERSHIP, P.O. Box 5627, Maryville TN 37802, 12/2023, President, Real Estate, NIR, 7 HR/MO, 3 HR/MO TRADING. 3) SHEETS FINANCIAL GROUP, 679 Morganton Square Dr, MARYVILLE TN 37801, 10/2022, IAR, MONEY MANAGEMENT, INV REL, 90 HR/MO - 90 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-24 |
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