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4533 Papermill Drive Suite 105, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-02 |
Branch Locations
4533 Papermill Drive Suite 105, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolen Asset Management, Inc. | Franklin | TN | 09/2003 | 01/2018 |
| United Income, Inc. | Washington | DC | 01/2018 | 02/2020 |
| Wealthcare Advisory Partners, Llc Dba Cogentblue Wealth Advisors | Franklin | TN | 06/2020 | Present |
| Self-Employed | Franklin | TN | 03/2020 | 05/2020 |
| Cogentblue Wealth Advisors | Knoxville | TN | 07/2021 | Present |
1) RV Bolen Consulting; Not investment related; 3249 Blazer Road, Franklin, TN 37064; Consulting Service; Owner; January 1, 2020; 5-10 hours per month / 3-5 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-27 |
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