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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-05 |
| TN | RA | APPROVED | 2014-03-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Visionary Horizons, Llc | Knoxville | TN | 01/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2014 | 08/2017 |
1. INSURANCE AGENT; NATURE OF OBA: INSURANCE SALES LIFE, DISABILITY, LTC AND FIXED ANNUITY SALES. 5 HRS/MONTH DURING TRADING.; 5% TIME SPENT 2. VISIONARY HORIZONS WEALTH MANAGEMENT, LLC 620 MABRY HOOD RD, SUITE 301, KNOXVILLE, TN 37932 2/1/2013-PRESENT, 25 HRS/MONTH, 15 HRS DURING TRADING INSURANCE SALES AGENT, INVESTMENT RELATED 3. PKS FINANCIAL, 18 CORPORATE WOODS BLVD, ALBANY, NY 12211. 1/2015-PRESENT, LIFE, DISABILITY, LTC AND FIXED ANNUITY SALES. 5 HRS/MONTH DURING TRADING. 4. ARC-USA; NOT INVESTMENT RELATED; 11235 WEST POINTE DRIVE SUITE 301 KNOXVILLE, TN 37934; ARAB CHRISTIAN REFUGEE ASSISTANCE; CHAIRMAN OF THE BOARD; 1/2014; 2 HOURS/MONTH; 0 DURING SECURITIES HOURS; CONTACT AND ASSIST ARAB CHRISTIAN REFUGEES IN THE ATTEMPTS TO ASSIMILATE INTO THE LOCAL COMMUNITY. 5. CHURCH STREET UNITED METHODIST CHURCH; NOT INVESTMENT RELATED; 900 HENLEY STREET KNOXVILLE, TN; CHURCH FOOD SERVICES COMMITTEE; 01/2017; 5 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING; VOLUNTEER TO HELP WITH CHURCH EVENTS REQUIRING USE OF CHURCH KITCHEN. 6. FRIENDS AGAINST PARENTAL ALIENATION; NOT INVESTMENT RELATED; 620 MABRY HOOD ROAD SUITE 102 KNOXVILLE, TN; ADVICE AND LOGISTICAL SUPPORT TO VICTIMS; CHAIRMAN OF THE BOARD; 11/2016; 4 HOURS/MONTH; 2 HOURS/MONTH DURING SECURITIES TRADING HOURS; GUIDE AND DIRECT OTHER BOARD MEMBERS IN THE CREATION AND COMMUNICATION OF TEMPLATES AND GUIDELINES TO HELP FAMILIES DEALING WITH PARENTAL ALIENATION. 7. KNOXVILLE DOWNTOWN SERTOMA CLUB; NOT INVESTMENT RELATED; 747 WORLDS FAIR PARK DR KNOXVILLE, TN 37902; COMMUNITY SERVICE AND PHILANTHROPY; CHAIRMAN OF THE BOARD; 1/1990; 10 HOURS/MONTH; 8 HOURS/MONTH DURING SECURITIES TRADING HOURS; LEAD CLUB MEMBERS IN ORGANIZING AND CARRYING OUT SERVICE AND PHILANTHROPIC EFFORTS IN THE COMMUNITY 8. KNOXVILLE HABITAT FOR HUMANITY; NOT INVESTMENT RELATED; 1501 WASHINGTON AVE KNOXVILLE, TN 37917; ADVICE AND LOGISTICAL SUPPORT TO VICTIMS; CHAIRMAN OF THE BOARD; 11/2016; 4 HOURS/MONTH; 2 HOURS/MONTH DURING SECURITIES HOURS; GUIDE AND DIRECT OTHER BOARD MEMBERS IN THE CREATION AND COMMUNICATION OF TEMPLATES AND GUIDELINES TO HELP FAMILIES DEALING WITH PARENTAL ALIENATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-30 |
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