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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-09 |
Branch Locations
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
1805 Main St., Tazewell, TN 37879 • United States
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 |
|---|---|---|---|---|
| Lambert Bookkeeping + Computer Services | Tazewell | TN | 10/1993 | Present |
| H.D. Vest Investment Services | Tazewell | TN | 04/1999 | 11/2019 |
| H.D. Vest Advisory Services | Tazewell | TN | 03/2004 | 11/2019 |
| Lambert Bookkeeping & Financial Service | Tazewell | TN | 01/2006 | Present |
| Archer Investment Corporation | Indianapolis | IN | 11/2019 | Present |
Lambert Bookkeeping & Financial Ser~'NIR'~1805 Main St, PO Box 940~Tazewell~TN~37879~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2006~80hrs~20hrs~complete name:Lambert Bookkeeping & Financial Services_consulting services for small business ,taxes and bookkeeping|Claiborne County Historical & Geneo~'NIR'~PO Box 32, Old Knox RD~Tazewell~TN~37879~Other~Treasurer/Comptroller~5/21/2011~8hrs~0hrs~non profit org,elected treasurer ,pay bills prepare reports, bookkeeping| Insurance Agent Insurance Sales Jackson National 1805 Main St Tazewell, TN 37879 Since 12/2011 5 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-19 |
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