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620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-03 |
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 |
|---|---|---|---|---|
| Forester Benefits | Knoxville | TN | 10/2015 | 02/2018 |
| Lpl Financial, Llc | Knoxville | TN | 03/2018 | Present |
| Tennessee Valley Asset Management Partners, Llc | Knoxville | TN | 03/2018 | 02/2019 |
| Tennessee Valley Asset Management Partners, Llc | Knoxville | TN | 02/2019 | 09/2024 |
| Visionary Horizons, Llc | Knoxville | TN | 09/2024 | Present |
1) 03/15/2018 - Real Estate Rental - Knoxville, TN - Owner - non-inv rel - start: 11/2014 2) 5/8/2019 - SCB Investment & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/06/2019 - 10 Hours Per Month/1 Hours During Securities Trading. 3)04/25/2025 - Visionary Horizons Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) -Start Date: 09/27/2024 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-20 |
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