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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-14 |
Branch Locations
9729 Cogdill Rd, Suite 303, Knoxville, TN 37932 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Oak Ridge | TN | 06/2016 | 03/2017 |
| Synergy Wealth Management | Oak Ridge | TN | 01/2016 | 10/2017 |
| Securities Service Network | Knoxville | TN | 10/2017 | 09/2020 |
| Securities America, Inc. | Knoxville | TN | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Knoxville | TN | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Knoxville | TN | 06/2024 | Present |
FORT LOUDON FINANCIAL LLC POSITION: administrative NATURE: Registered Office Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 112 SECURITIES TRADING HOURS: 112 START DATE: 11/03/2020 ADDRESS: 9729 Cogdill Rd, Suite 303, Knoxville TN 37931 DESCRIPTION: General office management; answer phones, prepare paperwork, submit paperwork, client service, resolve action needed items, etc. MARY L YODER POSITION: agent NATURE: Term insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 9729 Cogdill Rd., Ste 303, Knoxville TN 37932 DESCRIPTION: Term insurance sales only.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-14 |
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