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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-06 |
| AZ | RA | APPROVED | 2018-02-27 |
| NC | RA | APPROVED | 2017-09-19 |
| GA | RA | APPROVED | 2017-09-18 |
| CT | RA | APPROVED | 2017-08-09 |
| AL | RA | APPROVED | 2016-08-11 |
| KY | RA | APPROVED | 2016-05-26 |
| TN | RA | APPROVED | 2016-05-12 |
Branch Locations
101 Westpark Dr Suite 310, Brentwood, TN 37027 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spann Insurance, Inc. | Nashville | TN | 05/1998 | Present |
| Guardian Life Insurance Co | Brentwood | TN | 02/2016 | Present |
| Park Avenue Securities Llc | Brentwood | TN | 04/2016 | Present |
| Guardian Life Insurance Company | Franklin | TN | 06/2024 | Present |
| Guardian Life Insurance Company | Franklin | TN | 06/2024 | Present |
1. Insurance Other Than Guardian-Spann Financial Group LLC, DBA Spann Benefits, Start: 01/26/2018, Address: 9019 Overlook Blvd, #D-1, Brentwood, TN 37027, 40 bus hrs per month; 40 during securities trading hours, Investment related, >10% annual compensation, 2. POA & Named Executor For Louise Privette Spann-POA and executor, Start: 07/19/2019, Address: N/A, 1 non bus hr per month, Not investment related, 3) Atlas Holdings LLC-Managing Member, Start: 07/23/2019, Address: 326 Haddon Ct Franklin, TN 37067, 10 total hours per month, 5 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-29 |
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