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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Lebanon | TN | 04/2001 | 03/2026 |
| Htk Wealth Management | Lebanon | TN | 05/2001 | Present |
| Htk Insurance Services | Lebanon | TN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
| Cetera Advisors Llc | Saint Cloud | MN | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/1993 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: FBH REAL ESTATE, LLC INVESTMENT RELATED: NO ADDRESS: PANAMA CITY BEACH, FL 32401 NATURE OF BUSINESS: REAL ESTATE START DATE: 01/2013 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I OWN A CONDO IN PANAMA CITY BEACH< FL. BOOK THAT CONDO IS MY PROPERTY MANGER. THEY TAKE CARE OF EVERYTHING AND SEND ME MY PART OF RENTAL PROCEEDS; 3. NAME OF OTHER BUSINESS: HTK INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: BRANCH MANAGER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OFFER FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: HTK WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 05/2001 POSITION/TITLE/RELATIONSHIP: BRANCH MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR DUTIES; Drive Panama City Beach, FL - Start 09/01/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - condo rental
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-07 |
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