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Franklin, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-25 |
| MI | RA | APPROVED | 2024-12-12 |
| OH | RA | APPROVED | 2024-11-27 |
| TN | RA | APPROVED | 2023-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Inc. | Franklin | TN | 09/2016 | 11/2020 |
| The Leaders Group, Inc. | Littleton | CO | 01/2021 | 02/2021 |
| Dpl Financial Partners | Louisville | KY | 11/2020 | 02/2021 |
| Silver Oak Securities, Inc. | Jackson | TN | 05/2021 | 10/2023 |
| Defining Wealth - Dba For Sole Proprietorship | Charlotte | NC | 03/2021 | 10/2023 |
| Defining Wealth Partners Llc | Franklin | TN | 10/2023 | Present |
| Defining Wealth Risk Management Llc | Franklin | TN | 10/2023 | Present |
| Defining Wealth Insurance Llc | Franklin | TN | 11/2024 | Present |
(1) 2026-Present: Defining Wealth Marketing LLC/Business Consulting/Franklin, TN/Co-Founder/Marketing and Business Consulting to advisors not registered with Defining Wealth/Involves up to 10% time each month, including during traditional business hours// (2) 2024-Present: Defining Wealth Insurance LLC/Insurance Related/Franklin, TN/Insurance Agency/Co-Founder/Insurance sales & service via unaffiliated issuers/Involves up to 10% time each month, including during traditional business hours// (3) 2023-Present: Defining Wealth Risk Management LLC/Insurance Related/Franklin, TN/Insurance Agency/Co-Founder & Agent/Insurance sales & service via unaffiliated issuers/Involves up to 10% time each month, including during traditional business hours.// (4) 2023-2025: Vision Wealth Insurance Services, LLC/Insurance Related/Jackson, TN/Insurance Field Marketing Organization/Vice President Business Development/Insurance Consulting to Insurance Professionals/Involves five percent time each month, including during traditional business hours.// (5) 2021-Present: Advantage Media LLC/Not Investment Related/Charlotte, NC/Video Content Developer/Founder/Entity formed for tax purposes and engaged in content creation involving non-investment related videos and audio content/ under this LLC for tax purposes/Involves up to 10% time each month, periodically during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-25 |
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