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Current Employers
Knox Wealth Partners Advisory

10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-07-02
  • TN RA
    APPROVED
    Since 2020-07-02

Branch Locations

10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Atlanta GA 07/2015 11/2016
Wells Fargo Clearing Services, Llc Atlanta GA 11/2016 06/2020
Lpl Financial Llc Knoxville TN 06/2020 Present
Knox Wealth Partners Advisory Llc Knoxville TN 07/2020 Present
  • 07/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Atlanta, GA
  • 11/2016 → 06/2020
    Atlanta, GA
  • 06/2020 → Present
    Lpl Financial Llc
    Knoxville, TN
  • 07/2020 → Present
    Knox Wealth Partners Advisory Llc
    Knoxville, TN
Previous Registrations
Other Businesses

1. 6/29/2020 - Knox Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/30/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50%. 2. 7/20/2020 - Knox Wealth Partners Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 6/30/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Knox Wealth Partners Advisory LLC, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 2/8/2023 - Fort Sanders Health & Fitness Center - Not Investment Related - 270 Fort Sanders West Blvd., Knoxville, TN 37922 - Outside/W-2 Employment - Start Date - 11/30/2022 - 40 Hours Per Month/0 Hours During Securities Trading 4. 09/11/2025- Book Title "My Mother Is A Buffalo"- Other - Author- Not INV Related- Home Based-Start date 06/01/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-29
  • S66 Uniform Combined State Law Examination
    2008-12-29
Other Names
  • Kim Bryant
  • Kimberly M Barry
  • Kim Barry

View on SEC IAPD

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