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Akron, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-04-12 |
Branch Locations
733 Lake Harbour Dr. Suite I, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 04/2017 | 08/2018 |
| Financial Works Usa, Llc | Ridgeland | MS | 01/1998 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 08/2018 | Present |
| Beacon Capital Distributors Advisors | Ridgeland | MS | 09/2018 | Present |
THE FINANCIAL WORKS USA, LLC , Title: PRESIDENT/CEO , Description: RETIREMENT INCOME PLANNING - FIXED ANNUITIES AND LIFE INSURANCE SALES, Start Date: 06-01-2008, Address: 733 LAKE HARBOUR DRIVE SUITE I RIDGELAND, MS 39157 , Investment-related? YES, Hours per month: 160, During trading hours: 100 I am a licensed independent Insurance agent for multiple insurance companies. I receive a commission for business placed with them. I am also part owner of timeshares that my wife and I rent out on websites such as VRBO.com. This is a small part time activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-10 |
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