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6921 Office Park Circle, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
6921 Office Park Circle, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leading Edge Financial Planning, Llc | Knoxville | TN | 11/2015 | Present |
| Accounting Consultants, Inc | Knoxville | TN | 01/2011 | 10/2020 |
| Leading Edge Tax Planning, Llc | Knoxville | TN | 10/2018 | Present |
1) Leading Edge Tax Planning, LLC; Not Investment-Related; 6921 Office Park Circle, Knoxville, TN 37909; Tax planning and tax preparation; Managing Member and Owner; 10/2018; 50 hour per month during tax season, 10 hours per month throughout the rest of the year
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