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662 Sango Road Suite B, Clarksville, TN 37043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-03 |
| TX | RA | APPROVED_RES | 2020-11-10 |
| KY | RA | APPROVED | 2015-01-08 |
| TN | RA | APPROVED | 2008-01-08 |
Branch Locations
662 Sango Road Suite B, Clarksville, TN 37043 • 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 |
|---|---|---|---|---|
| Self Employed | Clarksville | TN | 01/1980 | Present |
| A&M Brokerage, Llc | Clarksville | TN | 12/2007 | 12/2019 |
| Financial Planning Center, Llp | Clarksville | TN | 01/2008 | Present |
| Financial Planning Center, Llp | Clarksville | TN | 01/2020 | Present |
FINANCIAL PLANNING CENTER; NON-INVESTMENT RELATED; 130 HILLCREST DR., SUITE 102, CLARKSVILLE, TN 37043; INSURANCE SERVICES, 12/2007; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS SELF-EMPLOYED; NON-INVESTMENT RELATED; 3730 TROUGH SPRINGS RD, ADAMS, TN 37010; INSURANCE SERVICES; 01/1980; APPROXIMATELY 20 HRS/WEEK SPENT IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-08 |
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