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10710 Murdock Drive Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-07-02 |
Branch Locations
10710 Murdock Drive Suite 101, Knoxville, TN 37932 • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-29 |
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