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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-09-13 |
| TX | RA | APPROVED | 2021-09-10 |
Branch Locations
1326 Dowell Springs Boulevard, Knoxville, TN 37909 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Knoxville | TN | 01/2008 | 09/2021 |
| Eversource Wealth Advisors, Llc | Knoxville | TN | 09/2021 | Present |
(1) The Melrose Group, LLC, is in the business of real estate investment, and is located at 900 Gay Street, Suite 1600, Knoxville, TN 37902-1857. I am a member and 25% owner of this business, which was started in 1998, and I spend one hour or less per month on this business, typically during trading hours. (2) 1Peter 4:10 LLC owns commercial real estate and the address is 1326 Dowell Springs Blvd, Knoxville, TN 37909. It is not an investment-related business. I am the owner and manager of this business, which was formed in 2021, and spend approximately 2 hours per month during trading hours managing the affairs of this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-13 |
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