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620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-08-15 |
Branch Locations
620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corp | Knoxville | TN | 08/2009 | 12/2017 |
| Dba - Wmg Financial Advisors | Knoxville | TN | 08/2017 | Present |
| Wmg Financial Services | Knoxville | TN | 08/2017 | Present |
| Concourse Financial Group Securities Inc (Fka Proequities Inc) | Knoxville | TN | 12/2017 | 12/2022 |
| Luann Jarnagin | Knoxville | TN | 02/2011 | Present |
WMG FINANCIAL ADVISORS; Investment Related; 620 Mabry Hood Road, Suite 101, Knoxville TN 37932; Investments; Investment Advisor; Start Date 10/2007; 35 hours per month with those 35 hours occurring during trading hours; Provide advisory and investment related services to clients for a fee. >> WMG FINANCIAL SERVICES; Investment Related; 620 Mabry Hood Road, Suite 101, Knoxville TN 37932; Insurance; Agent; Start Date 10/2017; 5 hours per month with those 5 hours occurring during trading hours; Sales and service of Fixed Annuity, Long-Term Care, Traditional Life and other insurance related products. >> LUANN JARNAGIN; Non-Investment Related; 420 Ward Road, Loudon TN 37774; Other; Consultant; Start Date 02/2011; 2 hours per month with no hours per month occurring during trading hours; Provide human resources consulting and training services. >> LOUDON CUMBERLAND PRESBYTERIAN Rental Property; Not investment related; Real Estate; Owner effective 1/31/2024; 2 hours per month with no hours per month occurring during trading hours; Oversees management company that collects rent and provides maintenance of the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-02 |
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