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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
41 Peabody Street, Nashville, TN 37210 • United States
216 Centerview Dr Ste 115, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Brentwood | TN | 02/2016 | Present |
| Park Avenue Securities, Llc | Brentwood | TN | 05/2017 | 06/2019 |
| Woodbury Financial Services Inc | Brentwood | TN | 07/2019 | 01/2024 |
| Osaic Wealth, Inc. | Brentwood | TN | 01/2024 | Present |
1. TIMOTHY JESTER POSITION: Semi-professional Violinist NATURE: Musician INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 1201 Birdsall Street, Old Hickory TN 37138, United States DESCRIPTION: I play violin for hire. 2. TIMOTHY JESTER POSITION: Officiant NATURE: Wedding Officiant INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 1201 Birdsall Street, Old Hickory TN 37138, United States DESCRIPTION: I officiate weddings. 3. METRO ARTS COMMISSIONER POSITION: Commissioner NATURE: This 15-member board oversees Metro Arts' strategic work of granting fundsset aside in the Metro Nashville budget allocated for the advancement of arts in Davidson County. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2024 ADDRESS: 1417 Murfreesboro Pike, Nashville TN 37217, United States DESCRIPTION: Sit on a board that oversees operations of the Metro Arts Department as they work to promote the arts in Davidson County. 4. ITA WEALTH PARTNERS, LLC POSITION: Agent NATURE: Insurance Agent Also marketing ITA Wealth Partners, LLC for securities business through Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/01/2025 ADDRESS: 41 Peabody Steet, Nashville TN 37210, United States DESCRIPTION: I solicit and sell insurance to potential clients 5. THE JOSH WILSON MEMORIAL GOLF TOURNAMENT POSITION: Board Member NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 1121 Birdsall Street, Old Hickory TN 37138, United States DESCRIPTION: We meet twice a year to help the director plan a charity golf tournament that raises money for families of emergency services members who have been injured or killed in the line of duty.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-31 |
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