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9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-06 |
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 |
|---|---|---|---|---|
| 21St Mortgage | Knoxville | TN | 08/2022 | 11/2025 |
| 21St Mortgage | Knoxville | TN | 07/2021 | 07/2022 |
| University Of Tennessee | Knoxville | TN | 08/2017 | 05/2021 |
| Blue Ridge Wealth Planners | Knoxville | TN | 11/2025 | Present |
| N/A | Knoxville | TN | 08/2015 | 08/2017 |
1) 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:02/2026; DUTIES: Insurance Agent, Sales, IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
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