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3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-11 |
Branch Locations
3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
822 North A1A Suite 310, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Jacksonville | FL | 09/2016 | 08/2018 |
| Karma International | Miami | FL | 03/2015 | 09/2016 |
| Crystal Ballroom | St. Augustine | FL | 08/2018 | 05/2019 |
| Freedom Wealth Services | Ponte Vedra Beach | FL | 05/2019 | Present |
| Iams Wealth Management | Elkhorn | NE | 08/2021 | 05/2022 |
| Simplicity Wealth | Ponte Vedra Beach | FL | 05/2022 | 07/2025 |
| Lasting Mark Retirement Group Llc | Ponte Vedra Beach | FL | 08/2025 | Present |
Freedom Wealth Services; Ponte Vedra Beach, FL; EVP/Managing Partner; Life Insurance and Annuities; Not Investment-Related; Start Date 05/2019; Approx. 80 hrs/month; 40 of which are during securities trading hours. I will be continuing to receive commission as a 1099 NEC from multiple insurance carriers that I do business with. I am working full time as the Managing Partner / Executive Vice President for Freedom Wealth Services where I am also a licensed Life, Health & Annuities Agent. I am a 1099 employee direct to each insurance carrier - I get paid commissions directly from the insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-02 |
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