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10820 Murdock Drive Suite 102, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
10820 Murdock Drive Suite 102, Knoxville, TN 37932 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Knoxville | TN | 10/2009 | 05/2020 |
| Knox Wealth Partners Advisory, Llc | Knoxville | TN | 05/2017 | 05/2020 |
| Valor Financial Services | Knoxville | TN | 05/2020 | Present |
1. 9/24/2010: No Business Name - Investment Related - Knoxville, TN 37921 & 37912 - REAL ESTATE RENTAL - TIME SPENT 5% - 2 Rental Properties. 2. 1/6/2014: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - TIME SPENT 5% - Occasionally sell individual health insurance and medicare advantage plans along with prescription drug plans. 3. 3/3/2017 - Knox Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2017 - 160 Hours Per Month/6 Hours During Securities Trading. 4. 6/15/2017 - Knox Wealth Partners Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/05/2017 - 80 Hours Per Month During Securities Trading. 5. 8/1/2018 - Knox Wealth Partners Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/05/2017 - 80 Hours Per Month/70 Hours During Securities Trading - I provide investment advisory services through Knox Wealth Partners Advisory LLC, an independent investment advisor firm. I started this business activity in 07/2017. I expect to spend approximately 80 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. 6. 4/27/2020 - Flagship Harbor Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/24/2020 - 80 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-01 |
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