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2602 Merchants Walk Suite A, Murfreesboro, TN 37128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-10-07 |
Branch Locations
300 S Peters Road, Knoxville, TN 37923 • United States
2602 Merchants Walk Suite A, Murfreesboro, TN 37128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soar Financial Llc Dba Retirement Plan Advisiors | Murfreesboro | TN | 09/2021 | Present |
| Summit Accounting Services, Llc | Knoxville | TN | 12/2020 | Present |
| Mckamey Farms, Llc | Knoxville | TN | 07/2019 | 12/2020 |
| Knox County Government | Knoxville | TN | 10/2011 | 06/2019 |
| Summit Financial, Inc. | Knoxville | TN | 08/2023 | Present |
| B And T Developments Llp | Murfreesboro | TN | 09/2023 | Present |
1)SUMMIT ACCOUNTING SERVICES, LLC; NON-IV RELATED; OWNER/CERTIFIED PUBLIC ACCOUNTANT; ACCOUNTING AND TAX SERVICES; KNOXVILLE, TN; START 12/2020; 160 HRS PER MONTH. 2)SUMMIT FINANCIAL, INC. NO; KNOXVILLE, TN; CREDIT CARD PROCESSING SERVICE; AGENT; 08/2023; 8/MO; 8/MO 3) REAL ESTATE INVESTING; YES; PROPERTY OWNER; 08/2023; 4/MO; 2/MO 4). B and T Developments LLP.; Partner; started 09/2023; Not Investment Related; ; 2602 Merchant Walk, Suite A, Murfreesboro, TN 37128; Land development for personal investment; Approx 5 hrs/mo occur during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-07 |
| S66 | Uniform Combined State Law Examination | 2021-08-19 |
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