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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-12-18 |
Branch Locations
College Grove, TN • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| 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 |
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