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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-21 |
| TN | RA | APPROVED | 2023-01-05 |
Branch Locations
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 01/2017 | 12/2018 |
| Mwa Financial Services Inc | Rock Island | IL | 02/2017 | 12/2018 |
| Greenlee Campground Rv And Marina | Rutledge | TN | 03/2013 | 05/2019 |
| Grainger County School System | Rutledge | TN | 08/2004 | 05/2017 |
| Walter State Community College | Morristown | TN | 08/2017 | 05/2019 |
| University Of Tennessee | Knoxville | TN | 08/2019 | 12/2020 |
| Suntrust | Knoxville | TN | 05/2019 | 08/2020 |
| Lpl Financial | Knoxville | TN | 08/2020 | 01/2023 |
| Tennessee Valley Asset Management Partners, Llc | Knoxville | TN | 08/2020 | 01/2023 |
| Visionary Horizons Wealth Management, Llc | Knoxville | TN | 01/2023 | Present |
| Tennessee Brokerage Agency | Knoxville | TN | 01/2023 | Present |
| Pks Investments | Albany | NY | 03/2023 | 10/2024 |
| Lpl Financial Llc | Knoxville | TN | 10/2024 | Present |
1. 10/07/2024- Visionary Horizon- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/07/2024 2. 09/03/2024- HMD Realty Partners- Real Estate Rental- TN 37919- Inv Rel- Start Date 07/01/2024 3. 09/03/2024-Madison Holbrook- Non-Variable Insurance- TN 37932- Inv Rel- 5 hrs per mnth- 1 hr during trading- Start Date 01/05/2023 4. 10/28/2024 - Visionary Horizon Wealth Management Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 160 Hours Per Month/ 120 Hours During Trading 5. 10/28/2024 - Visionary Horizons, Inc - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 120 Hours Per Month/ 120 Hours During Trading - I provide investment advisory services through Visionary Horizons, Inc, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 120 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. 6. 10/28/2024 - Visionary Horizons Wealth Management LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/05/2023 - 140 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-04 |
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