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2550 Meridian Blvd Suite 200, Franklin, TN 36067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-18 |
| TX | RA | APPROVED_RES | 2024-04-11 |
| CA | RA | APPROVED | 1995-08-08 |
Branch Locations
2550 Meridian Blvd Suite 200, Franklin, TN 36067 • 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 |
|---|---|---|---|---|
| Bailey Financial Management And Insurance Services | Irvine | CA | 06/1995 | 04/2024 |
| Moneypro Wealth Management, Llc | Franklin | TN | 04/2024 | Present |
Robert Bailey, dba Bailey Financial Management and Insurance Services, also provides non-investment-related advice as a Life and Health Insurance Agent in the State of California. BFM&IS is actively engaged in the business of selling fixed annuities, non-registered variable annuities used in 401(k) Profit Sharing plans, as well as life, health, disability, and long-term care insurance. They are sold to individuals and businesses as a stand-alone service, separate and apart from the services provided as a registered investment advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-27 |
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