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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| NC | RA | APPROVED | 2024-05-20 |
| TX | RA | APPROVED | 2023-04-13 |
Branch Locations
401 E Jackson Street, Ste. 2340, Tampa, FL 33602 • United States
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
16 Biltmore Ave, Suite 300, Asheville, NC 28801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Horizons, Llc | Knoxville | TN | 04/2023 | Present |
| Pvg Asset Management Corp | Clearwater | FL | 12/2016 | 04/2023 |
| Sipco | San Antonio | TX | 01/2009 | 12/2016 |
1.) Economist/Guest Lecturer; Investment-Related; Asheville, NC; Start Date 05/2023; Less than 10% of time spent on activity; No income generated from activity; Responsibilities include providing impersonal advice to columnists, trade writers, and publishing personnel
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-11 |
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