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Current Employers
Patriot Investment Management Group Inc

9721 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-10-18
  • TN RA
    APPROVED
    Since 2017-10-18

Branch Locations

9721 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Andrew B Ellis, Cpa, Llc Knoxville TN 11/2005 Present
The Cpa Investing Approach, Llc Knoxville TN 09/2015 09/2017
Patriot Investment Management Group Inc. Knoxville TN 10/2017 Present
  • 11/2005 → Present
    Andrew B Ellis, Cpa, Llc
    Knoxville, TN
  • 09/2015 → 09/2017
    The Cpa Investing Approach, Llc
    Knoxville, TN
  • 10/2017 → Present
    Knoxville, TN
Previous Registrations
  • 2015-10-23 → 2018-05-16
    The Cpa Approach To Investing, Llc
    Knoxville, TN
Other Businesses

11/2005 Andrew B Ellis, CPA, LLC; tax return preparation; non investment related; 9001 Brookfiled Lane, Knoxville, TN 37922; Owner/CPA; 125 hours per month; 70 hours per month during trading hours; Meet with clients to gather information and prepare tax returns.

Designations

View on SEC IAPD

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Other Offices

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