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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-13 |
Branch Locations
607 Market St, Knoxville, TN 37902 • United States
10304 Chapman Hwy, Seymour, TN 37865 • United States
901 Parkway, Sevierville, TN 37862 • United States
10626 Hardin Valley Rd, Knoxville, TN 37932 • United States
417 Foothills Mall Dr, Maryville, TN 37801 • United States
6000 Kingston Pike, Knoxville, TN 37919 • United States
8845 Kingston Pike, Knoxville, TN 37923 • 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 | Sevierville | TN | 11/2007 | 11/2017 |
| Cambridge Investment Services | Sevierville | TN | 11/2017 | 07/2018 |
| Cetera Investment Services Llc | Maryville | TN | 08/2018 | 01/2019 |
| Raymond James Financial Services, Inc. | Sevierville | TN | 01/2019 | 05/2025 |
| Raymond James Financial Services Advisors, Inc. | Sevierville | TN | 01/2019 | 05/2025 |
| Citizens National Bank | Sevierville | TN | 01/2019 | 05/2025 |
| Cnb Wealth Management | Sevierville | TN | 07/2021 | 05/2025 |
| U.S. Bancorp Investments, Inc. | Sevierville | TN | 05/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Sevierville | TN | 02/2026 | Present |
(1) The Tennessee Rangers Organization; Investment-related; Nashville, TN; Non-profit constibulary services to state of TN residents and public; Treasurer, Board of Directors; 01/2019; 2-5 hours/month; 0 hours/trading; Assist with the organization's donations received, expenses allocated, Board decisions made on all organization aspects. (2) Responsible Solutions Holding LLC; Not investment-related; Sevierville, TN; Internet technology and webhosting services; Owner; 8/2022; 5-10 hours/month; 0 hours/trading; Assist IT programmers/developers with guidance, direction, and IT service/product access through other third party vendor options (GoDaddy, Adobe, etc.). (3) Sevier County Reserve Deputy Sheriff; Not investment-related; Sevierville, TN; Charitable community service to the Sheriff's office and community of Sevier County; Reserve Deputy Sheriff; 7/2023; 8 hours/month; 0 hours/trading; Provide the highest quality law enforcement service to our citizens, this program focuses on the type of community policing that involves benevolence. (4) Lakeway CASA; Not investment-related; Morristown, TN; Charitable, Non-profit; Board Member; Board Member; 10/1/2024; 2 Hours/mo; 0 Hours/trading; Assist in fundraising, event planning, policy, marketing/public relations, social networking/community relations, child welfare, and volunteer recruitment/services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-29 |
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