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8870 Cedar Spring Lane Suite 208, Knoxville, TN 37923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-07-16 |
Branch Locations
8870 Cedar Springs Lane Suite 208, Knoxville, TN 37923
8870 Cedar Spring Lane Suite 208, Knoxville, TN 37923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cw Securities, Llc | Knoxville | TN | 08/2016 | 03/2017 |
| Capital Wealth Management | Knoxville | TN | 10/2015 | 03/2017 |
| Visionary Horizons Wealth Management Group, Llc | Knoxville | TN | 03/2017 | 04/2018 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 04/2017 | 04/2018 |
| Cw Securities, Llc | Knoxville | TN | 07/2018 | Present |
| Capital Wealth Management, Llc | Knoxville | TN | 07/2018 | Present |
1. Insurance Agent-appointed with various companies; approximately One hour/month; compensated from insurance commissions. 2. M&M Head Enterprises, LLC--an excavation and hauling business. Approximately 40 hours per month to be devoted to this business. It is not investment related. Compensation to be from distribution of revenues of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-19 |
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