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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-06 |
| GA | RA | APPROVED | 2026-07-01 |
| NC | RA | APPROVED | 2026-06-29 |
| TN | RA | APPROVED | 2026-06-26 |
Branch Locations
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
4780 West Andrew Johnson Hwy, Morristown, TN 37814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Insurance Co | Peachtree Corners | GA | 07/2020 | 08/2024 |
| Tristar Physical Therapy | Morristown | TN | 10/2020 | 08/2021 |
| Benchmark Physical Therapy | Morristown | TN | 09/2017 | 09/2020 |
| Drayer Physical Therapy | Knoxville | TN | 05/2015 | 09/2017 |
| Woodbury Financial Services Inc | Morristown | TN | 06/2021 | 03/2022 |
| Mml Investors Services Llc | Preachtree Corners | GA | 04/2022 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | 06/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | 06/2026 |
| Keystone Mortgage | Knoxville | TN | 09/2024 | 08/2025 |
| Barrett Financial Mortgages | Morristown | TN | 08/2025 | Present |
| Visionary Horizons, Llc | Knoxville | TN | 06/2026 | Present |
| Lpl Financial Llc | Morristown | TN | 06/2026 | Present |
1. 6/2026 - Visionary Horizons Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - Knoxville TN 37932 - OBA Start date: 6/30/2026 2. 6/2026 - Barrett Financial Group LLC - Mortgage/Real Estate Services - INV REL - 25 Hour(s)/Month – 10 Hour(s) During Trading - Morristown TN 37814 - OBA Start date: 08/01/2025 3. 6/2026 - Executive Insurance Group - Non-Variable Insurance - INV REL - 15 Hour(s)/Month – 15 Hour(s) During Trading - Morristown TN 37814 - OBA Start date: 03/20/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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