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504 Ebenezer Road, Knoxville, TN 37923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coulter & Justus Financial Services, Llc | Knoxville | TN | 04/2010 | 07/2024 |
| Modern Wealth Managment, Llc | Knoxville | TN | 07/2024 | 01/2026 |
| Marsh Wealth Management | Knoxville | TN | 01/2026 | Present |
1) JEFFREY A. LOOS;INVESTMENT RELATED;9717 COGDILL RD, STE 201, KNOXVILLE, TN 37932;INSURANCE;INSURANCE AGENT;4/30/2010;16 HRS/MONTH;16 HRS DURING TRADING;INSURANCE AGENT 2) WESTERN HEIGHTS CENTER. NOT INVESTMENT RELATED. 1230 W. SCOTT AVENUE, KNOXVILLE, TN
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-10 |
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