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620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-03-04 |
Branch Locations
620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Tennessee | Knoxville | TN | 06/2011 | 02/2019 |
| Ftb Advisors, Inc. | Knoxville | TN | 05/2011 | 03/2019 |
| Concourse Financial Group Securities, Inc. | Knoxville | TN | 03/2019 | 10/2022 |
| (Dba) Wmg Financial Advisors, Llc | Knoxville | TN | 03/2019 | Present |
| West Madison Auto | Athens | TN | 03/2020 | 12/2022 |
| (Dba) Wmg Financial Services, Llc | Knoxville | TN | 03/2019 | Present |
(dba) WMG FINANCIAL ADVISORS; Investment Related; 620 Mabry Hood Road, Ste 101, Knoxville, TN 37932; Financial and Investment Services; Financial Professional; Start Date 03/2019; Financial and Retirement Income planning services. >> (dba) WMG FINANCIAL SERVICES ; Investment Related; 620 Mabry Hood Road, Suite 101, Knoxville, TN 37932; Insurance Agent ; Start Date 03/2019; Sell Insurance Products; 10 hours per month during trading hours;10 hours per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-04 |
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