Best Investors Account Sign in
Current Employers
Knox Wealth Partners Advisory

10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-10-30
  • TN RA
    APPROVED
    Since 2020-10-30

Branch Locations

600 Gladstone Road, Lenoir City, TN 37771 • United States

10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Knoxville TN 04/2008 Present
Knox Wealth Partners Advisory Llc Knoxville TN 02/2018 Present
  • 04/2008 → Present
    Lpl Financial, Llc
    Knoxville, TN
  • 02/2018 → Present
    Knox Wealth Partners Advisory Llc
    Knoxville, TN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-19
S63 Uniform Securities Agent State Law Examination 2008-04-21
  • S65 Uniform Investment Adviser Law Examination
    2010-07-19
  • S63 Uniform Securities Agent State Law Examination
    2008-04-21
Other Names
  • Rob Clark
  • Rob A Clark

View on SEC IAPD

More in Lenoir City, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor