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TK

Tiffany S. Knapp

Some features on this profile are disabled
CRD#: 6719301
TK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tiffany Snell Knapp, who also goes by Tiffany Snell Atkinson, Tiffany Atkinson, was a registered financial professional .

Tiffany is a previously registered financial professional and started their career in finance in 2016. Tiffany had worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tiffany Snell Atkinson | Tiffany Atkinson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) PRESLEY WEALTH MANAGEMENT; YES INVESTMENT RELATED; 170 VETERANS BLVD, DENHAM SPRINGS, LA 70726; INSURANCE SALES; ASSOCIATE ADVISOR; START DATE 08/2018; APPROX 64 HRS/MONTH; APPROX 64 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 17, 2023 - December 6, 2023

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

RIA
CRD#: 13642
COVINGTON, LA
Past

August 21, 2018 - June 16, 2022

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Denham Springs, LA
Past

June 22, 2017 - July 30, 2018

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
BATON ROUGE, LA
Past

December 19, 2016 - July 30, 2018

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
BATON ROUGE, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 10/16/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/24/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/19/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FF
FIRST FINANCIAL SECURITIES OF AMERICA, INC.
FIRST FINANCIAL SECURITIES OF AMERICA, INC. | TAX SHELTERED INVESTMENTS EQUITIES CORPORATION | SOUTHWEST GENERAL SECURITIES CORPORATION

CRD#: 13642 / SEC#: , 8-29565

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
16945 Northchase Drive Suite 1800, Houston, TX 77060
Mailing Address
Po Box 670329, Houston, TX 77267-0329
Phone number
(281) 847-8422
Established
Texas since 12/04/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
70

FINRA licenses (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
AMERICAN FIDELITY ASSURANCE COMPANYSHAREHOLDER
BLUTT, PAUL MATHIASCHIEF FINANCIAL OFFICER/FINOP7912579
KEELING, COURTNEY DANAECHIEF COMPLIANCE OFFICER7675059
PRUITT, SHERRIE RENEVICE PRESIDENT2691254
SCHNAUTZ, DAWSON LOUISPRESIDENT, DIRECTOR, PRINCIPAL2159228

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

CRD#: 13642

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