Blake Thornton Headley

Employer firm

Renaissance Advisors CRD 175254

$147M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Renaissance Advisors
  Ridgeland, MS
• 07/2015 → 07/2026
  Renaissance Advisors
  Ridgeland, MS

Previous Registrations

• 2015-07-07 → 2018-12-31
  Renaissance Advisors
  Ridgeland, MS
• 2010-06-21 → 2015-07-07
  Blacksummit Financial Group, Inc.
  Flowood, MS
• 2009-01-15 → 2010-06-21
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Flowood, MS
• 2007-02-28 → 2009-01-13
  Lpl Financial Llc
  Picayune, MS
  Poplarville, MS
  Jackson, MS
  Jackson, MS
  Clinton, MS
  Ridgeland, MS
  Ridgeland, MS
  Madison, MS
  Jackson, MS
  Fort Mill, SC
  Jackson, MS
  Picayune, MS
  Jackson, MS
  Clinton, MS
  Ridgeland, MS
  Poplarville, MS
  Ridgeland, MS
  Jackson, MS
  Madison, MS
  Jackson, MS
• 2006-04-13 → 2007-02-28
  Pfic Advisors, Inc.
  Franklin, TN
• 2002-05-03 → 2005-07-27
  Envestnet Portfolio Solutions, Inc.
  Ridgeland, MS

Other Businesses

Independent insurance agent; Ridgeland, MS; investment related; selling insurance products; 15 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-01
• S63 Uniform Securities Agent State Law Examination
  1999-03-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant