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6025 Brookvale Lane Suite 160, Knoxville, TN 37919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-04-26 |
Branch Locations
6025 Brookvale Lane Suite 160, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duke University - Fuqua School Of Business | Durham | NC | 07/2016 | 05/2018 |
| Evercore Group Llc | New York | NY | 07/2018 | 03/2021 |
| Lpl Financial, Llc | Knoxville | TN | 04/2021 | Present |
| Tennessee Valley Asset Management Partners, Llc | Knoxville | TN | 04/2021 | Present |
1. 4/12/2021 - TVAMP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/14/2021 - Tennessee Valley Asset Management Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Started 04/12/2021 - Time Spent 100% - I provide administrative support to Tennessee Valley Asset Management Partners, LLC, an independent investment advisor firm. I started this business activity in 04/2021. 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. 4/14/2021 - Tennessee Valley Asset Management Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid -Start Date:04/12/2021 - Registered Admin. - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide administrative support to Tennessee Valley Asset Management Partners, LLC, an independent investment advisor firm. I started this business activity in 04/2021. 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. 4) 02/13/2025 - TVAMP PropCo I - Investment Related - Real Estate Rental - StreetMorristown, TN - Start Date:02/19/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 5) 09/09/2025 - TVAMP Tax Planning, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:08/28/2025 - 8 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-27 |
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