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9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-02-09 |
| TN | RA | APPROVED | 2016-11-16 |
| TX | RA | APPROVED_RES | 2016-10-18 |
Branch Locations
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners | Knoxville | TN | 08/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 09/2013 | 07/2017 |
| Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners | Knoxville | TN | 10/2016 | Present |
1) Cogdill One, LLC - Member/Owner. 12/2016 - Present. Cogdill One, LLC owns real estate which includes a commercial building located at 9725 Cogdill Road, Knoxville, TN 37932. Ownership interest in property is 33.3%. Not investment-related. Duties include finding and managing tenants and working on building improvements. 10 hours/month spent on this activity. 2)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725 COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR; START DATE:08/2014; HOURS/MONTH:180; TRADING HOURS/MONTH:ALL; DUTIES: Insurance Agent, Sales, IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-22 |
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