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9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-06-13 |
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 |
|---|---|---|---|---|
| Blue Ridge Wealth Planners | Knoxville | TN | 02/2019 | Present |
| Aspect Strategies Llc | Knoxville | TN | 11/2017 | 02/2019 |
| Bpv Capital Management | Knoxville | TN | 01/2015 | 11/2017 |
1)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR; START DATE:08/2014; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: Insurance Agent, Sales, IAR. 2). Zero/Zero Wine Bar LLCWine bar in Knoxville, TN 3) Remedy Coffee LLCCoffee shop in Knoxville, TN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
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