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Madison Kent Holbrook

Visionary Horizons, LLC

Knoxville, TN

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Current Employers
Visionary Horizons, Llc

620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-21
TN RA APPROVED 2023-01-05
  • TX RA
    APPROVED
    Since 2023-09-21
  • TN RA
    APPROVED
    Since 2023-01-05

Branch Locations

620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2017 → 12/2018
    Modern Woodmen Of America
    Rock Island, IL
  • 02/2017 → 12/2018
    Mwa Financial Services Inc
    Rock Island, IL
  • 03/2013 → 05/2019
    Greenlee Campground Rv And Marina
    Rutledge, TN
  • 08/2004 → 05/2017
    Grainger County School System
    Rutledge, TN
  • 08/2017 → 05/2019
    Walter State Community College
    Morristown, TN
  • 08/2019 → 12/2020
    University Of Tennessee
    Knoxville, TN
  • 05/2019 → 08/2020
    Suntrust
    Knoxville, TN
  • 08/2020 → 01/2023
    Lpl Financial
    Knoxville, TN
  • 08/2020 → 01/2023
    Tennessee Valley Asset Management Partners, Llc
    Knoxville, TN
  • 01/2023 → Present
    Visionary Horizons Wealth Management, Llc
    Knoxville, TN
  • 01/2023 → Present
    Tennessee Brokerage Agency
    Knoxville, TN
  • 03/2023 → 10/2024
    Pks Investments
    Albany, NY
  • 10/2024 → Present
    Lpl Financial Llc
    Knoxville, TN
Previous Registrations
  • 2021-03-02 → 2022-12-21
    Knoxville, TN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-27
S63 Uniform Securities Agent State Law Examination 2017-03-04
  • S65 Uniform Investment Adviser Law Examination
    2021-02-27
  • S63 Uniform Securities Agent State Law Examination
    2017-03-04
Designations

View on SEC IAPD

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