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Richard Zachary Hill

Blue Ridge Wealth Planners

Knoxville, TN

CRD 7072214

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Employer firm

Blue Ridge Wealth Planners CRD 285347

$362M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Ridge Wealth Planners

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2019-06-13
  • TN RA
    APPROVED
    Since 2019-06-13

Branch Locations

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2019 → Present
    Knoxville, TN
  • 11/2017 → 02/2019
    Aspect Strategies Llc
    Knoxville, TN
  • 01/2015 → 11/2017
    Bpv Capital Management
    Knoxville, TN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-13
  • S65 Uniform Investment Adviser Law Examination
    2019-06-13
Other Names
  • Zach Hill

View on SEC IAPD

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