Best Investors
Account
Sign in
Best Investors
Account
Sign in
Blue Ridge Wealth Planners CRD 285347
$362M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-10 |
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 | 05/2026 | Present |
| 21St Mortgage Corporation | Knoxville | TN | 06/2021 | 04/2026 |
| Sam’s Club | Knoxville | TN | 06/2017 | 06/2021 |
| Unemployed | Knoxville | TN | 06/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-03 |
Reach out to this advisor