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10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-10-30 |
Branch Locations
10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Knoxville | TN | 03/2013 | Present |
| Knox Wealth Partner Advisory Llc | Knoxville | TN | 02/2018 | 07/2020 |
| Knox Wealth Partners Advisory | Knoxville | TN | 03/2020 | Present |
1. 10/28/2014 - NON-VARIABLE INSURANCE - PRINCIPAL AGENT - 1 HOUR PER MONTH - KNOXVILLE, TN. 2. 7/22/2020 - Knox Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/06/2020 - 30 Hours Per Month During Securities Trading. 3. 8/24/2020 - Knox Wealth Partners Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/06/2020 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Knox Wealth Partners Advisory, an independent investment advisor firm. I started this business activity in 03/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-04 |
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