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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-12-18
  • TN RA
    APPROVED
    Since 2024-12-18

Branch Locations

College Grove, TN • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc. St. Paul MN 12/2017 08/2021
Minnesota Life St. Paul MN 12/2017 08/2021
Shoemaker Financial Brentwood TN 12/2017 08/2021
Principal Life Insurance Company Brentwood TN 08/2021 02/2023
Principal Securities Inc Brentwood TN 08/2021 02/2023
Stay At Home Mom Brentwood TN 08/2016 02/2018
Hornor, Townsend, & Kent Llc Horsham PA 02/2023 12/2024
Penn Mutual Life Insurance Company Horsham PA 01/2023 12/2024
Ascension Financial Partners, Llc College Grove TN 12/2024 Present
United Advisor Group College Grove TN 12/2024 Present
  • 12/2017 → 08/2021
    Securian Financial Services Inc.
    St. Paul, MN
  • 12/2017 → 08/2021
    Minnesota Life
    St. Paul, MN
  • 12/2017 → 08/2021
    Shoemaker Financial
    Brentwood, TN
  • 08/2021 → 02/2023
    Principal Life Insurance Company
    Brentwood, TN
  • 08/2021 → 02/2023
    Brentwood, TN
  • 08/2016 → 02/2018
    Stay At Home Mom
    Brentwood, TN
  • 02/2023 → 12/2024
    Horsham, PA
  • 01/2023 → 12/2024
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 12/2024 → Present
    Ascension Financial Partners, Llc
    College Grove, TN
  • 12/2024 → Present
    College Grove, TN
Previous Registrations
  • 2024-03-07 → 2024-12-17
    Brentwood, TN
    College Grove, TN
  • 2021-09-13 → 2023-02-15
    Brentwood, TN
  • 2019-10-14 → 2021-09-03
    Securian Financial Services, Inc.
    Brentwood, TN
  • 2008-12-01 → 2009-07-01
    First Horizon Advisors, Inc.
    Johnson City, TN
Other Businesses

1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | POSITION HELD: INDEPENDENT INSURANCE AGENT | ADDRESS: 6790 OWEN HILL RD, COLLEGE GROVE, TN 37046 | START DATE: 2/15/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING LIFE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-04
S63 Uniform Securities Agent State Law Examination 2019-05-31
S66 Uniform Combined State Law Examination 2008-11-26
  • S65 Uniform Investment Adviser Law Examination
    2019-10-04
  • S63 Uniform Securities Agent State Law Examination
    2019-05-31
  • S66 Uniform Combined State Law Examination
    2008-11-26
Other Names
  • Cindy Jane Bevins
  • Cynthia/Cindy Jane Phillips
  • Cynthia Jane Bevins
  • Cynthia Jane Bevins
  • Cynthia Jane Pillard
  • Cindy Pillard
  • Cynthia Pillard

View on SEC IAPD

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