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2160 Lakeside Centre Way Suite 102, Knoxville, TN 37922 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-09-08 |
Branch Locations
2160 Lakeside Centre Way Suite 102, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Ridge | TN | 09/2014 | 05/2021 |
| Bank Of America, N.A. | Oak Ridge | TN | 09/2014 | 05/2021 |
| Brogan Financial Inc. | Knoxville | TN | 06/2021 | Present |
| Brogan Financial Insurance Planning | Knoxville | TN | 06/2021 | Present |
1) A&E Investors Group LLC - Since May 2021 - Investment related: No - Address of business: Knoxville, TN - Nature of business: Rental properties - Position: Passive Investor - Number of hours devoted: 4 hour(s) Monthly - Number of hours devoted during trading hours: 0 2) Brogan Financial Insurance Planning - Since June 2021 - Insurance Sales: Life, Long Term Care, Disability, Fixed Annuities - Time Spent: 20% or less during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-21 |
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