AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PS

Pat Keith Sharp

CRD# 1027301·Registered 1982 - 2026
Previously Registered: Being a previously registered professional could mean that Pat is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Pat Keith Sharp, who also goes by P Keith Sharp, was a registered financial advisor. Pat was a previously registered financial professional and started their career in finance 1982 - 2026. Pat had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

P Keith Sharp

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

44 years in the financial services industry

Current & Past Employments

TVAMP, LLC·CRD# 160321
RIA
Knoxville, TN
November 25, 2015 - April 1, 2026
LPL FINANCIAL LLC·CRD# 6413
BD
Knoxville, TN
November 25, 2015 - January 28, 2026
FIRST HORIZON ADVISORS, INC.·CRD# 17117
RIA
Knoxville, TN
October 10, 2013 - November 25, 2015
FTB ADVISORS, INC.·CRD# 143830
RIA
Memphis, TN
September 3, 2008 - October 10, 2013
FIRST HORIZON ADVISORS, INC.·CRD# 17117
RIA
Knoxville, TN
November 24, 2004 - March 30, 2012
FIRST HORIZON ADVISORS, INC.·CRD# 17117
BD
Knoxville, TN
November 24, 2004 - November 25, 2015
NCF FINANCIAL SERVICES, INC.·CRD# 120471
RIA
Knoxville, TN
January 7, 2004 - December 7, 2004
NCF FINANCIAL SERVICES, INC.·CRD# 120471
BD
Durham, NC
September 30, 2002 - December 7, 2004
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Appleton, WI
November 15, 2001 - September 30, 2002
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Atlanta, GA
December 7, 1999 - November 16, 2001
FIRST HORIZON ADVISORS, INC.·CRD# 17117
BD
Memphis, TN
February 1, 1996 - November 4, 1999
JMC INVESTMENT SERVICES, INC.·CRD# 14376
BD
Boston, MA
February 2, 1994 - January 31, 1996
DETWILER FENTON WEALTH MANAGEMENT INC·CRD# 16063
BD
Boston, MA
January 12, 1989 - January 28, 1994
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
November 22, 1985 - January 27, 1989
VERAVEST INVESTMENTS, INC.·CRD# 3960
BD
April 6, 1982 - December 12, 1985

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

TL
TVAMP, LLC

BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

CRD#: 160321 / SEC#: 801-96325
RIA
Registered Investment Advisory firm - SEC (5/18/2015 Approved)
Florida
Registered Investment Advisory firm - Florida (5/22/2015 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/29/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/22/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6025 Brookvale Lane Suite 160, Knoxville, TN 37919

Phone Number

(865) 226-9982

# of Employees

38

SEC notice filing (22 States and Territories)

Registered to provide investment advisory services in 22 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 APPENDIX 1 (9/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,057

AUM (Assets Under Management)

$1,185,099,837

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 11/25/15-Tennessee Valley Asset Management Partners, LLC/DBA for LPL Business (entity for LPL business)/1) Yes - Hybrid RIA 2) No 3) No 4) Yes 4a) No/80%/6025 Brookvale Lane, Suite 160 Knoxville, TN 37919. 2. 12/3/2015: Tennessee Valley Asset Management Partners, LLC - DBA: TVAMP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/15/2015 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - IAR. 3. 12/3/2015: Tennessee Valley Asset Management Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/15/2015 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - IAR. 4. 12/13/2016: Tennessee Brokerage Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/08/2016 - 1 Hour Per Month During Securities Trading. 5. 05/14/2024: Act in a Fiduciary Capacity for John Anderson (step father) - Non-Investment Related - Not Compensated - Start Date: 10/13/2021

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TL
TVAMP, LLC

BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

CRD#: 160321 / SEC#: 801-96325
RIA
Registered Investment Advisory firm - SEC (5/18/2015 Approved)
Florida
Registered Investment Advisory firm - Florida (5/22/2015 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/29/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/22/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2001About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1982About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1982About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Apr 1993About the Series 26 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
PS
Follow Pat
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required