JS
Joshua I. Stidham
TVAMP
Knoxville, TN 37919
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CRD#: 6747652
JS
Professional summary
Joshua Ison Stidham, who also goes by Josh Stidham, is a registered financial advisor currently at TVAMP, LLC located in Knoxville, Tennessee and LPL FINANCIAL LLC located in Knoxville, Tennessee.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Joshua has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Stidham
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. 04/17/2024- Tennessee Valley Asset Management Partners- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- Inv Rel 2. 04/30/2024 - Tennessee Valley Asset Management Partners - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 04/30/2024 - Tennessee Valley Asset Management Partners, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Ison Stidham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 10, 2024 - Present
TVAMP, LLC
Office #1: 6025 Brookvale Lane Suite 160, Knoxville, TN 37919RIA
CRD#: 160321
Knoxville, TN
Current
April 24, 2024 - Present
LPL FINANCIAL LLC
Office #1: 6025 Brookvale Lane Ste 160, Knoxville, TN 37919RIA
BD
CRD#: 6413
Knoxville, TN
Past
November 15, 2021 - April 12, 2024
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Lone Tree, CO
Past
June 23, 2017 - April 12, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Lone Tree, CO
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 - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/22/2015 Terminated)Tennessee
Registered Investment Advisory firm - (5/29/2015 Terminated)Texas
Registered Investment Advisory firm - (5/22/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/2/2025)
RR
Georgia(1/2/2025)
RR
Kentucky(1/2/2025)
RR
Ohio(4/1/2025)
IAR
Tennessee(4/10/2024)
RR
Tennessee(4/24/2024)
RR
Virginia(10/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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 - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/22/2015 Terminated)Tennessee
Registered Investment Advisory firm - (5/29/2015 Terminated)Texas
Registered Investment Advisory firm - (5/22/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6025 Brookvale Lane Suite 160, Knoxville, TN 37919
Mailing Address
Phone number
(865) 226-9982
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,768 |
| AUM (Assets Under Management) | $ 1,000,508,308 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TVAMP, LLC
CRD#: 160321Knoxville, TN 37919TRUST BUT VERIFY
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