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9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-12 |
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 | 01/2024 | Present |
| Blue Ridge Wealth Planners | Knoxville | KY | 05/2025 | Present |
| Saratoga Group | Knoxville | TN | 01/2023 | 08/2023 |
| Morehead State University | Morehead | KY | 10/2021 | 01/2023 |
| Milex Logistics | Cincinnati | OH | 05/2021 | 01/2023 |
| Oklahoma Employment Security Commission | Oklahoma City | OK | 04/2020 | 10/2020 |
| Gavino's | Knoxville | TN | 08/2023 | 01/2024 |
| N/A | Morehead | KY | 01/2015 | 12/2022 |
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:05/2025; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTSAND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
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