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6025 Brookvale Lane Suite 160, Knoxville, TN 37919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-07-17 |
| TX | RA | APPROVED | 2012-06-07 |
Branch Locations
6025 Brookvale Lane Suite 160, Knoxville, TN 37919 • United States
11566 Chapman Highway, Seymour, TN 37865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Knoxville | TN | 12/2006 | Present |
| Tvamp | Knoxville | TN | 10/2012 | Present |
| Tvamp Tax Planning | Knoxville | TN | 01/2026 | Present |
| Tennessee Brokerage Agency | Knoxville | TN | 12/2016 | Present |
1. 05/14/2012: TVAMP - Registered Investment Advisor DBA - DBA: TVAMP - Investment Related - At Reported Business Location(s) - 60% Time Spent - CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE 2. 12/16/2014: JAB Partnership - Real Estate Rental - Investment Related - 11566 Chapman Hwy, Seymour TN 37865 - Start 12/15/2014 - 0 Hr/Mo - Part owner of medical/retail office building 3. 12/16/2014: MC Dental Partnership - Real Estate Rental - Investment Related - 11566 Chapman Hwy, Seymour TN 37865 - Start 12/15/2014 - 0 Hr/Mo - Part owner of dental office building 4. 7/5/2017 - HFS Partnership - Not Investment Related - 11566 Chapman Hwy, Seymour TN 37865 & Sevierville, TN 37862 - Real Estate Rental - Started 06/15/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Commercial Building rental. 5. 12/4/2019 - ARK, LLC - Investment Related - 6025 Brookvale Lane, Suite 160, Knoxville TN 37919 - Real Estate Rental - Started 12/02/2019 - 1 Hour Per Month During Securities Trading - Real estate ownership and leasing of office space. 6. 10/5/2023: McFoster Properties LLC; Knoxville, TN; Real Estate Rental; Inv. related; start date 10/4/2023; 2hrs/mo.; 0hrs during trading. 7. 10/5/2023: FSP, LLC; Commercial real estate rental - multiple properties; Real Estate Rental; Inv. relatedstart date 12/22/2009; 2hrs/mo.; 0hrs during trading. 8) 02/13/2025 - TVAMP PropCo I - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date:02/19/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 9) 03/13/2025 - Tennessee Brokerage Agency & Guardian - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:12/08/2016 - 1 Hrs/Mth - 1 Hrs During Trading. 10) 09/12/2025 - TVAMP Tax Planning, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:09/10/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-24 |
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