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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-01-28 |
Branch Locations
1100B Ted A Crozier, Sr Blvd Suite B, Clarksville, TN 37043 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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 Management & Research, Inc. | Clarksville | TN | 12/2019 | Present |
| Bfc Planning, Inc. | Clarksville | TN | 12/2019 | Present |
| American National Insurance | Clarksville | TN | 02/2012 | Present |
1. R P KENNEDY & CO. INC.-N-MONTGOMERY, AL-CONSULTING-PRESIDENT-12/2011-3-0-CONSULTING, INCLUDING HOURLY BUSINESS CONSULTING, EXPERT WITNESS TESTIMONY, AND RECRUITING. 2. AMERICAN NATIONAL INSURANCE-N-CLARKSVILLE,TN-INSURANCE SALES-AGENT-09/2019-100-05-SELL INSURANCE PRODUCTS FOR ANICO. 3. EXECUTOR- N- CLARKSVILLE, TN- FATHER'S ESTATE- 08/2022- 1- 0- PAY EXPENSES AND DISPERSE THE ASSETS OF THE ESTATE. 4. KENNEDY & COMPANY- Y- CLARKSVILLE, TN- INSURANCE AND SECURITIES BUSINESS- OWNER- 01/2024- 160- 120- DBA MONIKER USED FOR INSURANCE AND SECURITIES BUSINESS. 5. THE WOODLANDS FINANCIAL GROUP- N- CLARKSVILLE, TN- INSURANCE SALES AND SERVICE- AGENT- 10/2024- 80- 30- INSURANCE SALES AND SERVICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-12 |
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