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1510 Stuart Rd Ne Ste 204C, Cleveland, TN 37312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-21 |
Branch Locations
1510 Stuart Rd Ne Ste 204C, Cleveland, TN 37312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tennessee Valley Retirement Solutions | Cleveland | TN | 09/1994 | Present |
| Capital Asset Advisory Services, Llc | Haslett | MI | 10/2012 | 06/2017 |
| Capital Retirement Planning, Llc | Round Rock | TX | 06/2017 | 10/2025 |
| Solid Rock Investment Advisory Llc | Cleveland | TN | 10/2025 | Present |
(1) TENNESSEE VALLEY RETIREMENT SOLUTIONS; INVESTMENT RELATED; 2043 N. OCOEE ST., CLEVELAND, TN 37311; OWNER/AGENT; START 01/2004; 15-20 HRS PER WEEK; 10-15 HRS PER WEEK DURING TRADING HRS; SELL LIFE, HEALTH, LTC, ANNUITIES, AND MEDICARE SUPPLEMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-12 |
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