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4800 Old Kingston Pike, Ste 200, Knoxville, TN 37919-6424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-12 |
| VA | RA | APPROVED | 2026-04-12 |
| TN | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-06 |
Branch Locations
4800 Old Kingston Pike, Ste 200, Knoxville, TN 37919-6424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proffitt & Goodson Inc. | Knoxville | TN | 04/2024 | Present |
| University Of Tennessee | Knoxville | TN | 08/2019 | 07/2020 |
| Knoxville Police Department | Knoxville | TN | 02/2014 | 06/2021 |
| Trust Co. Of Tennessee | Knoxville | TN | 06/2021 | 04/2024 |
Financial Planning Association of East Tennessee, Investment-related; P.O. Box 34053, Knoxville, TN 37930. Mission is to promote the value of the financial planning profession by providing quality continuing education for members, increasing public awareness of the benefits of the financial planning process and promoting high ethical standards within the profession. Serves as Board Member and Treasurer since 12/2022 through present. Approximately 2 hours per month devoted/2 hours per month devoted during securities trading hours for a total of 2 hours per month. Duties include preparation of monthly financial reports, assist with maintaining partnership relationships with sponsors and planning content for future meetings.
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