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4533 Papermill Dr Suite 101, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-09-13 |
| TX | RA | APPROVED | 2022-09-12 |
Branch Locations
4533 Papermill Dr Suite 101, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Services | Knoxville | TN | 03/2021 | Present |
| Retirement Planning Services | Knoxville | TN | 09/2022 | Present |
| Cru | Knoxville | TN | 12/2014 | 05/2018 |
| Cru | Knoxville | TN | 05/2018 | 03/2021 |
| Perrone Pharmacy, Inc. | Fort Worth | TX | 03/2011 | 01/2025 |
| Old North Abbey Church | Knoxville | TN | 06/2026 | Present |
Old North Abbey Church; Not investment-related; 322 E Burwell Ave, Knoxville, TN 37917; Anglican church; Treasurer; Start date: Jun 1st, 2026; 3 hours per month; 0 hours during trading hours; Administrative work on monthly basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
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