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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
| TN | RA | APPROVED | 2019-01-23 |
Branch Locations
2115 Chapman Road Suite 125, Chattanooga, TN 37421 • United States
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hixson | TN | 05/2010 | 01/2019 |
| Franklin Wealth Management, Llc | Hixson | TN | 05/2010 | 01/2019 |
| Innovative Advisory Partners, Llc | Hixson | TN | 12/2014 | 01/2019 |
| Visionary Horizons, Llc | Knoxville | TN | 01/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2019 | 05/2023 |
1) Visionary Horizons Wealth Management. Investment-related. Knoxville, TN. Insurance producer for fixed insurance products through a general agency. Start 1/2019. 8hrs/mo, 4hrs/mo during trading hours. Determine need for insurance products for financial planning clients and offer appropriate solutions to meet their needs. 2) FPA of East TN; Not investment-related; PO Box 34053, Knoxville TN 37930; Local chapter of membership organization for CFP Financial Professionals; Board Member- Director of Programs; 01/01/2023; 4hrs/mo; 2 hours during trading; Scheduling outside speakers for chapter meetings and events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-18 |
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