Coby Van Harper

Current Employers

Employment History

• 04/2012 → 07/2018
  The Benefits Group, Llc
  Knoxville, TN
• 04/2012 → 07/2018
  M Holding Securities, Inc.
  Portland, OR
• 07/2018 → Present
  Tristar Strategic Group, Llc
  Sevierville, TN
• 07/2018 → Present
  Lion Street Financial
  Austin, TX
• 07/2018 → Present
  Lion Street Advisor
  Austin, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Sevierville, TN
• 11/2025 → Present
  Integrity Alliance, Llc.
  Sevierville, TN

Previous Registrations

• 2018-07-23 → 2025-11-03
  Lion Street Advisors, Llc
  Sevierville, TN
  Sevierville, TN
• 2012-04-02 → 2018-07-11
  M Holdings Securities, Inc.
  Knoxville, TN
  Portland, OR
  Knoxville, TN
• 2009-04-07 → 2012-04-11
  Osaic Fs, Inc.
  Knoxville, TN
• 2004-03-09 → 2009-04-15
  Msi Financial Services, Inc.
  Knoxville, TN
  Knoxville, TN

Other Businesses

1)AGENT FOR COBY HARPER ENTERPRISES, INC. 3216 WALKINGSTICK CT. SEVIERVILLE, TN. INVESTMENT RELATED, INSURANCE BUSINESS OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS. STARTED ON 03/2009 WORKING 20 HPM ALL ARE TRADING HOURS. 2)OWNER OF LION STREET, INC. INVESTMENT RELATED INSURANCE BUSINESS OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS. STARTED ON 07/2018 WORKING 80 HPM 8 ARE TRADING HOURS. MY FINANCIAL COACH POSITION: Consultant NATURE: My Financial Coach, with Bill McDonald a Lion Street Owner, provides fee based planning for large medical organizations. If the client requires additional planning, they will refer the client to a subject matter expert such as myself. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7014 East Camelback Road, Suite 1452, Scottsdale AZ 85251, United States DESCRIPTION: My Financial Coach will refer their clients to us if additional planning, insurance or annuities is required for their plan. SOUTHERN OAK ADVISORY POSITION: Employee NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/19/2023 ADDRESS: 136 Floyd L Griffin Jr St, Suite A, Milledgeville, GA GA 31061, United States DESCRIPTION: Offering accident & health, disability and traditional life insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-15
• S63 Uniform Securities Agent State Law Examination
  1983-03-23

Designations