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25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-02 |
| CA | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2023-09-18 |
Branch Locations
10931 Apisonian Lane, Apison, TN 37302 • United States
25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Westlake Village | CA | 11/2013 | 07/2019 |
| First Heartland Capital Inc | Lake St. Louis | MO | 07/2019 | 01/2023 |
| Rpg Family Wealth Advisory, Llc D/B/A Freedom Financial | Camarillo | CA | 09/2023 | Present |
| Freedom Financial Llc | Apison | TN | 07/2019 | Present |
| World Financial Group, Inc | Westlake Village | CA | 07/2013 | 07/2019 |
1. Freedom Financial LLC. Investment related. 10939 Apisonian Ln Apison, TN 37302. Life insurance and Fixed Indexed Annuity sales as well as a DBA for IAR business. Start 07/15/2-19. 10 hours per month; At Reported Business Location. 2. Camarillo Cards. Not investment related. Sole proprietor. DBA. Selling trading cards in EBay with Son. Primarily a hobby. Start 8/1/21. 10 hours per month. 3. Name of outside business: Mortgage Free Life; ADV Category: none of these; Is the business investment related: No;Location of the business: 510 W. Pearce Blvd., Suite 1 Wentzville MO 63385 USA; Description of the business: Mortgage Free Life serves in a supporting capacity for financial underwriting and insurance underwriting processes. Position Title: Agent; Responsibilities Duties: As an agent, I assume a supportive role in facilitating communication and coordination between the parties involved but do not possess any decision-making authority in either the financial or insurance underwriting processes.; Start date with business: 2025-05-29; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 3; Will an IRS form for income earned be received: Yes; Contact person at the organization: Matt Evans; Website address for the organization: mortgagefreelife.com; 4. Real Estate Partnership Agreements. Investment Related. Partner. Start 08/01/2023. 1 hour per month. Form a partnership with individuals who wish to invest in single family homes for the purpose of holding and renting. Responsibilities Duties include analysis of purchase and financing decisions; 5. EZ Equipment; Investment related; Financial Planner; 9844 MO-72 Millersville MO 63766; EZ Equipment Zone partners with owners for equipment rental income growth; Assist clients with EZ Equipment Zone investments, charge platform fee; Start date with business: 2024-12-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. 6. Freedomfin, LLC; Owner; Investment related: Yes; Location: 10939 Apisonian Ln, Apison, TN 37302; Description: Life insurance & Fixed Indexed Annuity sales as well as a DBA for IAR business.; Responsibilities Duties: Life insurance and Fixed Index Annuity sales; Start date: 2025-03-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25. 7. Encore Estate Plans; Advisor; Investment related: No; Location: 23505 East Appleway, Suite 200, #552 Liberty Lake WA 99019; Description: Encore Estate Plans is an online estate planning service providing legal information to financial advisors and their clients. Responsibilities Duties: Provide education, modeling, and facilitate client-directed document creation via third-party tool. Platform includes built-in guardrails that prevent us from crossing into legal advice while still delivering meaningful client value to justify a fee; Start date: 2026-02-25; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5. 8. Harding Financial Partners; Referral Partner; investment related; 4525 Wasatch Blvd #110 Salt Lake City UT 84124; 2025-01-01; Description of the business: Access to alternative investment strategies that are not available elsewhere; 10 hrs/month; 10% compensation expected; Contact Person: Lamar Breshears.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
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