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1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-04 |
Branch Locations
10355 Dawsons Creek Blvd. Ste F, Fort Wayne, IN 46825 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-06-22 |
Branch Locations
10355 Dawsons Creek Blvd Suite F, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Brokerage Corp | Fort Wayne | IN | 05/2002 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2007 | Present |
| Horse Cove Partners Llc | Atlanta | GA | 07/2020 | Present |
| Cetera Investment Advisers Llc | Fort Wayne | IN | 01/2017 | Present |
1.)FIXED INSURANCE THROUGH JACKSON BROKERAGE. 2.)PAST PRESIDENT, NATIONAL ASSOCIATION OF INSURANCE & FUND ADVISORS, ASSISTING CURRENT PRESIDENT WITH DUTIES RUNNING LOCAL CHAPTER. 2 HOURS, 0 COMPENSATION. 3.)PRESIDENT AND 100% OWNER OF JACKSON BROKERAGE, MANAGING ALL ASPECTS FOR THE BUSINESS. 4.) FINANCIAL IDENTITY ADVISORS, INC., PRESIDENT AND OWNER, INSURANCE & INVESTMENTS, CAN INCLUDE SECURITIES CLIENTS THAT ARE ALSO BANK CLIENTS NEEDING FINANCIAL PRODUCTS, 10 HOURS PER WEEK EARNING COMMISSIONS AND FEES. 5.)FINANCIAL INSTITUTION NETWORKS, INC., OWNER, SHELL COMPANY FOR FUTURE USE, NO USE AT THIS TIME. 6.)JACKSON BROKERAGE CORP-ZIGLAR CERTIFIED TRAINER AND SPEAKER 10HRS WK. PERSONAL LIFE COACHING,BUSINESS COACHING, TRAINING FOR INDIVIDUAL. DOES NOT INVOLVE SECURITIES. 7.) BOARD MEMBER OF DAWSONS CREEK PROFESSIONAL VILLAGE (OFFICE PARK ASSOC. BOARD) 2HRS MONTH, NO SECURITIES CLIENTS/NOT INVESTMENT RELATED. 8.) NEW HOPE FARMS PRESIDENT-FAITH BASED MENTORING LIFE SKILLS, OUTREACH AND CAREER COACHING, FORMATION/DIRECTION/DELEGATION 4 HRS MONTH, NO SECURITIES CLIENTS/NO INVESTMENT ACTIVITIES. 9.)MAJESTIC HEIGHTS PARTNERS, LLC, 100% OWNER, HOLDING COMPANY OF FINANCIAL SERVICES ENTITIES, BASIC MANAGEMENT FUNCTIONS, <1HR/WK; 10.)100% OWNER OF HORSE COVE PARTNERS LLC INVESTMENT ADVISORY SERVICES AND INVESTMENT MANAGEMENT SERVICES 15 HRS/WK OVERSIGHT OF CURRENT AND FUTURE CLIENT ASSET MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-18 |
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