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208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-08-17 |
Branch Locations
208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kingsport | TN | 07/2007 | Present |
| Gaam Wealth Advisors | Kingsport | TN | 06/2013 | Present |
| Cwm, Llc | Omaha | NE | 08/2014 | Present |
| Roan Capital Partners, Llc | Johnson City | TN | 04/2024 | Present |
| Roan Capital Partners | Johnson City | TN | 04/2024 | Present |
| Regions Bank | Knxoville | TN | 07/2015 | 04/2024 |
1. 05/5/15-KASTNER RENTALS/REAL ESTATE RENTAL/1. RENTAL PROPERTY OWNED WITH FAMILY 2. 1096 PARK AVENUE, 2036 NORTH FIRST STREET, 2052 NORTH FIRST STREET, LITTLE GROVE ROAD, ISLAND SHORES/2%/118 RIDGEMONT ROAD, JOHNSON CITY, TN 2. 05/4/2015-REDSTONE BROKERAGE SERVICES/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/HUNTSVILLE,AL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
| S66 | Uniform Combined State Law Examination | 2005-11-07 |
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