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6025 Brookvale Lane Suite 160, Knoxville, TN 37919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-17 |
Branch Locations
6025 Brookvale Lane Suite 160, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 06/2023 | 07/2024 |
| Utah Valley University | Orem | UT | 01/2022 | 08/2023 |
| Soltis Investment Advisors | Saint George | UT | 06/2021 | 06/2022 |
| Dixie State University | Saint George | UT | 08/2019 | 12/2021 |
| Pressure Perfect Power Washing, Llc | Saint George | UT | 05/2021 | 06/2021 |
| Audiohook | Saint George | UT | 01/2021 | 05/2021 |
| Healthtree | Lehi | UT | 12/2020 | 01/2021 |
| Dixie State University | Saint George | UT | 04/2020 | 01/2022 |
| On Target Pest Control | Saint George | UT | 09/2019 | 08/2020 |
| Harmons Grocery | Saint George | UT | 08/2019 | 11/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Edmonton | 09/2017 | 08/2019 | |
| Unemployed | Saint George | UT | 05/2017 | 09/2017 |
| Larsens Frostop | Saint George | UT | 11/2014 | 05/2017 |
| Desert Hills High School | Saint George | UT | 08/2014 | 05/2017 |
| Fidelity Investments | Knoxville | TN | 07/2024 | 02/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| Tvamp, Llc | Knoxville | TN | 03/2026 | 03/2026 |
| Tennessee Brokerage Agency | Knoxville | TN | 03/2026 | 03/2026 |
| Lpl Financial Llc | Knoxville | TN | 03/2026 | Present |
1. 03/2026 - TVAMP, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/20/2026 2. 03/31/2026 - Tennessee Valley Asset Management Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/09/2026 - 160 hours per month/ during trading - I provide investment advisory services through Tennessee Valley Asset Management Partners, an independent investment advisor firm. I started this business activity in 03/2026. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-17 |
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