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Visionary Horizons, LLC CRD 150483
$397M regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-03-07 |
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 |
|---|---|---|---|---|
| Wch Casualty Insurance | Knoxville | TN | 01/2014 | 12/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2016 | 12/2016 |
| Visionary Horizons | Knoxville | TN | 04/2016 | 12/2016 |
| Visionary Horizons, Llc | Knoxville | TN | 02/2018 | Present |
| Farmers Insurance Agency | Knoxville | TN | 12/2021 | 10/2025 |
1) Licensed Insurance Agent; Investment-related; Knoxville, TN; Position: Insurance Agent; Start Date 06/2010; Approximately 10 hours/month devoted to this business with 10 hours/month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-05 |
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