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620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-19 |
Branch Locations
620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Food City | Knoxville | TN | 07/2019 | 08/2020 |
| Cracker Barrel | Knoxville | TN | 09/2020 | 05/2021 |
| Hobby Lobby | Knoxville | TN | 10/2021 | 01/2022 |
| Clayton Homes, Vanderbilt Mortgage | Maryville | TN | 05/2023 | 08/2023 |
| Patten And Patten Investments | Chattanooga | TN | 05/2024 | 08/2025 |
| Wmg Financial Advisors, Llc | Knoxville | TN | 05/2025 | Present |
| Wmg Financial Advisors, Llc | Knoxville | TN | 03/2026 | Present |
| Student | Maryville | TN | 08/2023 | 05/2024 |
| Student | Knoxville | TN | 01/2016 | 07/2019 |
| Student | Knoxville | TN | 05/2021 | 10/2021 |
| Student | Knoxville | TN | 01/2016 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-19 |
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