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620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-15 |
| TX | RA | APPROVED | 2022-11-30 |
Branch Locations
620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athens Federal Community Bank | Athens | TN | 01/2015 | 04/2017 |
| Invest Financial Corporation | Athens | TN | 01/2015 | 02/2017 |
| Raymond James Financial Services, Inc. | Athens | TN | 02/2017 | 04/2017 |
| Ftb Advisors, Inc. | Knoxville | TN | 05/2017 | 02/2019 |
| First Bank | Knoxville | TN | 02/2019 | 07/2022 |
| Lpl Financial Llc | Knoxville | TN | 02/2019 | 01/2021 |
| First Bank Investment Partners | Knoxville | TN | 02/2019 | 07/2022 |
| Raymond James Financial Services Advisors, Inc | Knoxville | TN | 01/2021 | 08/2022 |
| Raymond James Financial Services, Inc | Knoxville | TN | 01/2021 | 08/2022 |
| First Bank Insurance, Inc | Knoxville | TN | 02/2019 | 07/2022 |
| Wmg Financial Advisors, Llc | Knoxville | TN | 08/2022 | Present |
| First Tennessee Bank | Knoxville | TN | 05/2017 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-02 |
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