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Blue Ridge Wealth Planners CRD 285347
$362M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-25 |
Branch Locations
9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sysco Food Services | Knoxville | TN | 10/2022 | 03/2024 |
| Pepsi Co. | Knoxville | TN | 12/2021 | 10/2022 |
| Cook's | Knoxville | TN | 03/2021 | 12/2021 |
| Sysco Food Services | Knoxville | TN | 12/2016 | 12/2020 |
| Ut Medical Center | Knoxville | TN | 07/2016 | 12/2016 |
| Blue Ridge Wealth Planners | Knoxviile | TN | 03/2024 | Present |
INSURANCE AGENT - 03/2024 (INSURANCE EXAM PASSED) TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 9725 COGDILL ROAD, SUITE 101, KNOXVILLE, TN 37932.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
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