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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-01-23 |
Branch Locations
985 Cordova Station Rd, Cordova, TN 38018 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance Co | Memphis | TN | 03/2007 | Present |
| Securities Management And Research Inc | Memphis | TN | 07/2007 | Present |
| Bfc Planning, Inc. | Memphis | TN | 01/2019 | Present |
1.AMERICAN NATIONAL-N-MEMPHIS,TN-INSURANCE-SOLICITOR-03/2007-160-140-SERVICE ACCOUNTS,GENERATE AND SOLICIT BUSINESS. 2.TOWNSEND AGENCY, LLC.-N-MEMPHIS, TN-INSURANCE-AGENT-03/2007-160-140-SERVICE ACCOUNTS, SOLICIT NEW BUSINESS. 3. Townsend Insurance- N- Cordova, TN- Insurance- Principal Agent- 10/2024- 160- 0- DBA name for P&C and health insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-20 |
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