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Ocean Springs, MS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-12-20 |
| TN | RA | APPROVED | 2022-03-21 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Integrity Agency Corporation | Johnson City | TN | 01/2015 | Present |
| Lpl Financial Llc | Johnson City | TN | 03/2015 | 11/2020 |
| Tricities Advisors | Johnson City | TN | 04/2015 | 11/2020 |
| Tricities Advisors | Johnson City | TN | 01/2015 | 11/2020 |
| Cervus Highlands Insurance Group | Greeneville | TN | 01/2015 | Present |
| Benefits Plus | Greeneville | TN | 11/2015 | 12/2023 |
| Allen & Associates Investment Management Llc | Ocean Springs | MS | 02/2021 | Present |
1. 3/12/2020 - Integrity Agency - Investment Related - Locked and Separated Floor, Office Location at 302 Sunset Drive Ste 107 Johnson City TN 37604 - Insurance Agency - Insurance Agent - Start Date: 03/01/2020 - 10 Hours Per Month/4 Hours During Securities Trading - 1099 Health Insurance Agent selling Medicare Advantage/Medicare supplement and Dental/Vision insurance to individuals as well as Group Health Insurance and Group Voluntary Dental/Vision Insurance/Disability insurance. Individual does not work at this location, remote. 2. Cervus Highlands Insurance - Investment Related - Insurance Agency - Insurance Agent - Start Date: 03/01/2020 - 10 Hours Per Month/4 Hours During Securities Trading - 1099 Health Insurance Agent selling Medicare Advantage/Medicare supplement and Dental/Vision insurance to individuals as well as Group Health Insurance and Group Voluntary Dental/Vision Insurance/Disability insurance. Agency Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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