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700 Swadley Rd, Johnson City, TN 37601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-06 |
| TN | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Values Investments | Gray | TN | 09/2021 | 06/2023 |
| Crothall Laundry Services | Johnson City | TN | 07/2020 | 09/2021 |
| Good Samaritan Ministries | Johnson City | TN | 06/2019 | 07/2020 |
| Summit Leadership Foundation | Johnson City | TN | 04/2018 | 06/2019 |
| Milligan College | Johnson City | TN | 01/2014 | 04/2018 |
| American Values Investments | Gray | TN | 12/2022 | 06/2023 |
| Ferguson Wealth Management | Johnson City | TN | 06/2023 | 04/2024 |
| Valor Financial Planning | Johnson City | TN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-20 |
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