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9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-11-18 |
Branch Locations
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Tennessee | Knoxville | TN | 08/2013 | 05/2018 |
| University Of Tennessee | Knoxville | TN | 08/2016 | 05/2017 |
| University Of Tennessee | Knoxville | TN | 05/2013 | 05/2017 |
| Tennessee Valley Authority | Knoxville | TN | 06/2017 | 12/2017 |
| Pya Waltman Capital | Knoxville | TN | 07/2018 | 06/2020 |
| Blue Ridge Wealth Planners | Knoxville | TN | 08/2020 | Present |
INSURANCE AGENT - 9/2020 (INSURANCE EXAM PASSED) TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 9725 COGDILL ROAD, SUITE 101, KNOXVILLE, TN 37932.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-31 |
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