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Current Employers
Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-07-31
  • ID RA
    APPROVED
    Since 2024-07-31

Branch Locations

971 E. Winding Creek Dr., Eagle, ID 83616 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tom Speedie Attorney At Law Nashville IL 11/2019 12/2019
Haertling's Extermination Nashville IL 12/2019 01/2020
Reid Painting Ashley IL 01/2020 04/2020
Roadhouse Cinemas Scottsdale AZ 05/2021 08/2021
Nashville Community Highschool Nashville IL 08/2016 05/2020
Arizona State University Tempe AZ 08/2020 12/2023
Doordash Tempe AZ 01/2022 Present
Kaskaskia Community College Centralia IL 08/2016 05/2020
Kestra Investment Services, Llc Nashville IL 05/2023 08/2023
Unemployed Nashville IL 06/2013 11/2019
Unemployed Tempe AZ 12/2023 01/2024
Kestra Investment Services, Llc Nashville IL 01/2024 07/2024
Unemployed Nashville IL 05/2020 08/2020
Kestra Advisory Services, Llc Nashville IL 03/2024 07/2024
Private Client Services Eagle ID 07/2024 Present
Assured Partners Eagle ID 07/2024 Present
Assuredpartners Investment Advisors, Llc Eagle ID 07/2024 Present
  • 11/2019 → 12/2019
    Tom Speedie Attorney At Law
    Nashville, IL
  • 12/2019 → 01/2020
    Haertling's Extermination
    Nashville, IL
  • 01/2020 → 04/2020
    Reid Painting
    Ashley, IL
  • 05/2021 → 08/2021
    Roadhouse Cinemas
    Scottsdale, AZ
  • 08/2016 → 05/2020
    Nashville Community Highschool
    Nashville, IL
  • 08/2020 → 12/2023
    Arizona State University
    Tempe, AZ
  • 01/2022 → Present
    Doordash
    Tempe, AZ
  • 08/2016 → 05/2020
    Kaskaskia Community College
    Centralia, IL
  • 05/2023 → 08/2023
    Kestra Investment Services, Llc
    Nashville, IL
  • 06/2013 → 11/2019
    Unemployed
    Nashville, IL
  • 12/2023 → 01/2024
    Unemployed
    Tempe, AZ
  • 01/2024 → 07/2024
    Kestra Investment Services, Llc
    Nashville, IL
  • 05/2020 → 08/2020
    Unemployed
    Nashville, IL
  • 03/2024 → 07/2024
    Nashville, IL
  • 07/2024 → Present
    Private Client Services
    Eagle, ID
  • 07/2024 → Present
    Assured Partners
    Eagle, ID
  • 07/2024 → Present
    Assuredpartners Investment Advisors, Llc
    Eagle, ID
Previous Registrations
Other Businesses

FSM Wealth. 9627 Wall Street, Nashville, IL 62263. Provide financial services to clients. Associate Advisor, Clerical and assisting senior advisors to help service client needs. 160 hrs/mo; 120 during trading hrs. Investment related. Doordash. 303 2nd Street, Suite 800, San Francisco, CA 94103. Delivery of food to customers. Independent contractor, delivery of food to customers. 0 hrs/mo; 0 during trading hrs. Non investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01

View on SEC IAPD

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