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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-13 |
| TN | RA | APPROVED | 2021-02-09 |
Branch Locations
401 Frederica Street Suite 201B, Owensboro, KY 42301-6297 • United States
5115 Maryland Way, Ste 314, Brentwood, TN 37027 • United States
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2014 | 07/2019 |
| Suntrust Bank | Nashville | TN | 02/2014 | 07/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 07/2019 |
| Suntrust Bank | Nashville | TN | 07/2019 | 08/2020 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 07/2019 | 08/2020 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 07/2019 | 08/2020 |
| Visionary Horizons Wealth Management | Knoxville | TN | 01/2021 | Present |
| Unemployed | Nashville | TN | 09/2020 | 12/2020 |
| Lpl Financial Llc | Nashville | TN | 10/2024 | Present |
1) 10/2024 - Visionary Horizons /DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 10/2024 - Visionary Horizons Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 02/03/2025 - Visionary Horizons LLC - Investment Related - Registered Investment Advisor DBA - At reported business location(s) - Start Date: 10/07/2024 - 40 Hrs/Mth - 8 Hrs During Trading. 4) 02/03/2025 - Visionary Horizons LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) -Start Date:02/09/2021 - 40 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Visionary Horizons, Inc, an independent investment advisor firm. I started this business activity in 2/2021. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-16 |
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