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9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-26 |
| GA | RA | APPROVED | 2017-02-09 |
| TN | RA | APPROVED | 2016-11-16 |
| TX | RA | APPROVED | 2016-10-18 |
Branch Locations
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 06/2012 | 07/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2012 | 07/2017 |
| Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners | Knoxville | TN | 08/2014 | Present |
| Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners | Knoxville | TN | 10/2016 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 07/2017 | Present |
1.) SEVEN ISLANDS CONSULTING GROUP, LLC. INV RELATED: NO. 9725 COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932. PRESIDENT AND OWNER. 12/2015 - PRESENT. THIS COMPANY PROVIDES A PORTION OF THE MARKETING FOR RETIRMENT FINANCIAL SOLUTIONS LLC, WHICH IS DOING BUSINESS AS BLUE RIDGE WEALTH PLANNERS. 8 HOURS PER MONTH ARE DEVOTED TO THIS ACTIVITY, NONE DURING NORMAL BUSINESS HOURS. 2.) RETIREMENT FINANCIAL SOLUTIONS LLC - NATURE OF BUSINESS: INSURANCE AND REGISTERED INVESTMENT ADVISOR- START DATE 8/2014 - MANAGING MEMBER - INVESTMENT-RELATED. 9725 COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932 - SPEND 40 HOURS PER WEEK.EVALUATE PROSPECTS, GATHER INFORMATION, PRESENT STRATEGIES, PUT PROPOSAL TOGETHER HAVE STAFF COMPLETE PAPERWORK, REVIEW. 3.) Cogdill One, LLC - Member/Owner. 12/2016 - Present. Cogdill One, LLC owns real estate which includes a commercial building located at 9725 Cogdill Road, Knoxville, TN 37932. Ownership interest in property is 33.4%. Not investment-related. Duties include finding and managing tenants and working on building improvements. 10 hours/month spent on this activity. 4.) ROBERT FUGATE INV RELATED: NO. 9725 COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932. NOTARY PUBLIC. 3/31/2017 - PRESENT. WILL NOTARIZE DOCUMENTS FROM TIME TO TIME. 1 HOUR PER MONTH IS DEVOTED TO THIS ACTIVITY, DURING NORMAL BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-12 |
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