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6005 Century Oaks Drive Suite 700, Chattanooga, TN 37416 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-10-13 |
| GA | RA | APPROVED | 2009-03-16 |
Branch Locations
6005 Century Oaks Drive Suite 700, Chattanooga, TN 37416 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Chattanooga | TN | 10/2007 | 11/2017 |
| Fuerst Financial Group, Inc. | Chattanooga | TN | 09/1997 | Present |
| Lpl Financial Llc | Chattanooga | TN | 11/2017 | 07/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 08/2019 | 10/2024 |
1. Real Estate Rental, Start Date: 09/01/2002, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Joint ownership with Spouse, Rental Income, personal rental property, Joint Owner, Rent property collect rent, pay property taxes, maintenance, Not Investment Related, 1-10 hours per month, 15 minutes per day during trading hours. 2. Fuerst & Associates, Inc., Start Date: 09/01/1994, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, S-Corp, Administration/Employer, Owner/President, Pay bills, payroll and admin, Not Investment Related, 20 hours per month, 2-3 hours per day during trading hours. 3. David Karns Radio Show, Start Date: 02/01/2014, 821 Pineville Rd., Chattanooga, TN 37405, Radio Show, Guest, Talk about Estate Planning or Social Security, Not Investment Related, .30 hours per month, .03 hours per day during trading hours. 4. Fuerst Financial Group, Inc., Start Date: 03/10/1997, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Corporation, RIA/IAR, Owner/President, Provide financial planning, asset management, meeting with clients, Investment Related, 40 hours per month, 40 hours per day during trading hours. 5. Notary, Start Date: 01/09/1994, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Notaries, Notary, Notaries, Not Investment Related, .30 hours per month, .30 hours per day during trading hours. 6. Independent Insurance Agent, Start Date: 07/01/1987, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Insurance Sells, Sole-Proprietor, Insurance Agent, Recommend Fixed insurance products, Not Investment Related, .30 hours per month, .30 hours per day during trading hours. 7. Lee University - Business Department Advisory Board, Start Date: 01/02/2002, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, 501 3(c), Board Member - Non Profit Organization, Board Member, Meet once a year and discuss ideas for education and real world business needs that student need to be successful, Not Investment Related, 0 hours per month, 0 hours per day during trading hours. 8. Healing Music, Start Date: 07/26/2018, 9534 Mountain Lake Drive, Ooltewah, TN 37363, 501 3(c), Provide musical instruments to inter city children, Board Member, Meet once a year with board to discuss charity, Not Investment Related, 0 hours per month, 0 hours per day during trading hours. 9. WRCB Television Station - Local 3 Plus You TV Program, Start Date: 04/25/2022, 900 Whitehall Rd., Chattanooga, TN 37405, Corporation, Television/News Station, Guest, 6 minute segment with Julie at WRCB answering questions, Investment Related, 1/2 Hour per month, 1/2-0 Hours per day during trading hours. 10. Lost Lake Subdivision HOA, Start Date: 06/30/2023, 6005 Century Oaks Dr., Chattanooga, TN 37416, Charity - HOA, HOA, Book Keeper, Input Bank information into Quick books, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-23 |
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