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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-04-04 |
Branch Locations
103 Commerce Street, Sevierville, TN 37876 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc. | Sevierville | TN | 08/2022 | Present |
| Private Advisor Group | Sevierville | TN | 08/2022 | Present |
| Bunch Family Holdings, Llc. | Bean Station | TN | 05/2022 | Present |
| Haslam College Of Business - University Of Tennessee | Knoxville | TN | 01/2020 | 05/2022 |
| Maryville College - Bonner Scholar | Maryville | TN | 08/2018 | 01/2020 |
| Emerald Youth Foundation | Knoxville | TN | 08/2018 | 01/2020 |
| Helen Ross Mcnabb Center | Maryville | TN | 08/2018 | 01/2020 |
| Holts, Llc. | Bean Station | TN | 01/2016 | 08/2018 |
| Grainger County Schools | Bean Station | TN | 08/2012 | 05/2018 |
| Private Advisor Group, Llc | Morristown | NJ | 03/2023 | Present |
1) 11/2022 - Capital Wealth Counsel / DBA for LPL Business (entity for LPL business) / Investment Related / HRs Per Month 160 / 100% / HRs During Trading 8 / Sevierville, TN 2) 11/2022 - Bunch Family Holdings, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related /HRs Per Month 1 / 1% / HRs During Trading 0 / 3) 11/29/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date - 08/01/2022 - 140 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - provide administrative support to Independent Advisor Alliance., an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 04/17/2024 - Bunch Construction Company, LLC - Real Estate Rental - Investment Related - Bean Station, TN - Start Date 05/01/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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