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205 Cherokee St., Kingsport, TN 37660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-05-04 |
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 |
|---|---|---|---|---|
| Gilbert Advanced Asset Management | Johnson City | TN | 03/2006 | 01/2017 |
| Lpl Financial, Llc | Tempe | AZ | 11/2006 | 01/2017 |
| Gaam Wealth Advisors | Tempe | AZ | 06/2013 | 03/2017 |
| Cwm, Llc | Omaha | NE | 08/2014 | 03/2017 |
| Cetera Advisor Networks, Llc | El Segundo | CA | 01/2017 | 03/2017 |
| Advipartner, Llc | Kingsport | TN | 03/2017 | Present |
Sole proprietor; not investment-related; primary residence; rental property; owner; 04/2024; 30mins/month, none during securities trading hours; owns rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
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