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119 Central Ave W, Clarion, IA 50525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2014-10-01 |
Branch Locations
205 Powell Place Suite 226, Brentwood, TN 37027 • United States
119 Central Ave W, Clarion, IA 50525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 08/2014 | Present |
| Bradford Insurance | Clarion | IA | 07/2014 | 05/2024 |
| Tower Wealth Advisors | Brentwood | TN | 07/2014 | Present |
| Bradford Financial Center | Clarion | IA | 09/2014 | Present |
| Tennessee Notary Public | Brentwood | TN | 03/2015 | 04/2019 |
| Belmont University | Nashville | TN | 03/2015 | Present |
| Compsych Corporation | Brentwood | TN | 04/2016 | 09/2016 |
| Compsych Corporation | Brentwood | TN | 04/2016 | 10/2023 |
| Kaplan | Brentwood | TN | 01/2017 | Present |
| Lipscomb University | Nashville | TN | 10/2020 | 01/2026 |
| Richard Biggs, Cpa | Brentwood | TN | 04/2022 | 06/2026 |
| Jerry Moore, Ea. Tax Planner And Preparer | Brentwood | TN | 10/2022 | Present |
| Bradford Insurance | Brentwood | TN | 05/2024 | Present |
| Bradford Tax And Accounting | Brentwood | TN | 01/2025 | Present |
1.) TOWER WEALTH ADVISORS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - BRENTWOOD, TN - SINCE 09/2014 - INVESTMENT RELATED 2.) BRADFORD FINANCIAL CENTER - ADVISOR - INVESTMENT ADVISORY SERVICES - BRENTWOOD, TN - SINCE 09/2014 - INVESTMENT RELATED 3.) BELMONT UNIVERSITY - INSTRUCTOR - COURSE INSTRUCTOR FOR (CFP)CERTIFIED FINANCIAL PLANNER CERTIFICATE PROGRAM - NASHVILLE, TN - SINCE 03/2015 - NOT INVESTMENT RELATED 4.) KAPLAN - INSTRUCTOR - COURSE INSTRUCTOR FOR THE CERTIFIED FINANCIAL PLANNER (TM) DESIGNATION - BRENTWOOD, TN - SINCE 01/2017 - NOT INVESTMENT RELATED 5.) JERRY MOORE, EA. TAX PLANNER AND PREPARER - ENROLLED AGENT (EA), TAX PLANNER AND PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - BRENTWOOD, TN - SINCE 10/2022 - NOT INVESTMENT RELATED 6.) BRADFORD INSURANCE - INSURANCE SALES - NON-VARIABLE INSURANCE - BRENTWOOD, TN - SINCE 05/2024 - INVESTMENT RELATED 7.) BRADFORD TAX AND ACCOUNTING - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - BRENTWOOD, TN - SINCE 01/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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