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Julia Ellyn Kaye

Blue Ridge Wealth Planners

Knoxville, TN

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Current Employers
Blue Ridge Wealth Planners

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-28
  • TN RA
    APPROVED
    Since 2025-03-28

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 01/2025 Present
Shellpoint Mortgage Knoxville TN 11/2020 01/2025
21St Mortgage Knoxville TN 01/2019 11/2020
Tn Tech Univ & Western Gov Univ Knoxville TN 01/2015 12/2024
  • 01/2025 → Present
    Knoxville, TN
  • 11/2020 → 01/2025
    Shellpoint Mortgage
    Knoxville, TN
  • 01/2019 → 11/2020
    21St Mortgage
    Knoxville, TN
  • 01/2015 → 12/2024
    Tn Tech Univ & Western Gov Univ
    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 INSURANCE AGENT; START DATE:07/2025; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTSAND PROSPECTS. 2.) Knox County Young Democrats of America; INV RELATED:NO; As a completely volunteer-led organization, YDA mobilizes young people under the age of 36 to participate in the electoral process to elect Democrats, advocate for progressive issues, and train the next generation of progressive leaders. Operational Finance and Governance Lead; Start date: 9/1/2025; HOURS/MONTH:4-12hrs; TRADINGHOURS/MONTH 0; Direct KYD's Finance & Compliance function, Lead Governance & Policy Compliance, Support role in Research & Policy, Shared role in Community Engagement & Events,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-08
Other Names
  • Julia Ellyn Little
  • Julia Little

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