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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-08 |
Branch Locations
9041 Executive Park Drive Suite 250, Knoxville, TN 37923 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Bowling Green | KY | 10/2012 | 08/2018 |
| Bankers Life Securities | Knoxville | TN | 06/2020 | 08/2023 |
| Local Retirement Group | Knoxville | TN | 09/2023 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 11/2023 | 12/2025 |
| Bankers Life | Knoxville | TN | 08/2018 | 08/2023 |
| American Senior Benefits | Olathe | KS | 09/2023 | Present |
| Integrity Advisory Solutions | Knoxville | TN | 01/2026 | Present |
1) American Senior Benefits; not investment-related; 12722 S Black Bob Rd, Olathe, KS 66062; Regional Sales Manager; Regional Sales Manager; 09/01/2023; 160 hours per month; 120 hours during security hours; train new agents/ service customers/ find new prospects 2) Local Retirement Group, LLC; not investment-related; 3422 Orange Blossom Ln; LLC for my insurance & estate planning business; Owner; 08/29/2023; 160 hours per month; 120 hours during security hours; DBA for Insurance and Medicare Sales 3) Green Brooke subdivision Phase 4&5 HOA; not investment related; 3422 Orange Blossom Ln, Knoxville, TN 37931; HOA for neighborhood; Board Member; 08/01/2021; 1 hour per month0 hours durning security hours; I help run annual meeting and vote on different issues going on in the neighborhood. Examples include voting for landscaping company to mow front entrance to approvals for buildings and fences to add to ones property. 4) Familyestatedocs.com; not investment related; 9041 Executive Park Dr, Suite 250, Knoxville, TN 37923: Sell attorney written software; Licensee; 15 hours per month; 5 hours during security hours; Assist people in building their estate plan and coaching them through the process of properly funding their estate plan
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-25 |
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