Best Investors
Account
Sign in
10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-10-30 |
Branch Locations
600 Gladstone Road, Lenoir City, TN 37771 • United States
10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Knoxville | TN | 04/2008 | Present |
| Knox Wealth Partners Advisory Llc | Knoxville | TN | 02/2018 | Present |
1. 04/01/2008 - NON-VARIABLE INSURANCE - ROB A. CLARK, JR. - INDEPENDENT INSURANCE AGENCY SELLING FIXED INSURANCE PRODUCTS.- A.R.T. INSURANCE SOLUTIONS - TIME SPENT 50% - KNOXVILLE, TN. 2. 6/23/2020 - Knox Wealth Partners Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/14/2018 - 40 Hours Per Month 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 02/2018. I expect to spend approximately 40 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. 3. 9/2/2020 - Knox Wealth Partners Advisory - DBA: (Hybrid) Knox Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/05/2017- 120 Hours Per Month/6 Hours During Securities Trading. 4. 9/3/2020 - Knox Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/02/2020 - 120 Hours Per Month/6 Hours During Securities Trading. 5. 1/11/2021 - ART Insurance Solutions, Inc. - DBA: Rob A. Clark, Jr. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/30/2012 - 80 Hours Per Month/4 Hours During Securities Trading - Independent insurance agency selling fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-21 |
Reach out to this advisor