Best Investors
Account
Sign in
Best Investors
Account
Sign in
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-13 |
Branch Locations
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Knoxville | TN | 05/2023 | 02/2025 |
| 21St Mortgage | Knoxville | TN | 07/2022 | 04/2023 |
| Walters State | Morristown | TN | 08/2017 | 05/2020 |
| East Tennessee State University | Johnson City | TN | 08/2020 | 05/2022 |
| Tennessee Golf Foundation | Knoxville | TN | 05/2015 | 08/2021 |
| First Century Bank | Knoxville | TN | 05/2021 | 08/2021 |
| Halls High School | Knoxville | TN | 08/2013 | 05/2017 |
| Retirement Financial Solutions, Llc Dba Blue Ridge Wealth Planne | Knoxville | TN | 03/2025 | Present |
1)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR INSURANCE AGENT; START DATE:03/2025; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTSAND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
Reach out to this advisor