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338 Ebenzer Road, Knoxville, TN 37923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Strategic Wealth Management | Maryville | TN | 03/2014 | Present |
| Wealth And Retirment Investment, Inc. | Knoxville | TN | 06/2015 | 01/2019 |
| Strategic Wealth Investments, Llc | Knoxville | TN | 01/2019 | Present |
STRATEGIC WEALTH MANAGEMENT; INVESTMENT RELATED; KNOXVILLE, TN; INSURANCE PRODUCTS SALES AND SERVICES; PRESIDENT/INSURANCE AGENT; MARCH 2014; APPROXIMATELY 40% OF MR. CARMICHAEL'S TIME IS SPENT IN THIS CAPACITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-29 |
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