John Vandergriff

Employer firm

Blue Ridge Wealth Planners CRD 285347

$362M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
  Knoxville, TN
• 09/2013 → 07/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 10/2016 → Present
  Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
  Knoxville, TN

Previous Registrations

• 2013-09-18 → 2017-07-17
  Global Financial Private Capital, Inc.
  Knoxville, TN
  Sarasota, FL

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-22

Other Names

• John Vandergriff
• John Daniel Vandergriff