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9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-28 |
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 | 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 |
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,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
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