Kevin Nicholas Gormley

Employer firm

Leading Edge Financial Planning LLC CRD 277149

$522M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Leading Edge Financial Planning, Llc
  Knoxville, TN
• 01/2011 → 10/2020
  Accounting Consultants, Inc
  Knoxville, TN
• 10/2018 → Present
  Leading Edge Tax Planning, Llc
  Knoxville, TN

Previous Registrations

• 2011-05-10 → 2016-01-05
  Patriot Investment Management Group Inc
  Knoxville, TN

Other Businesses

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

Designations

• Certified Financial Planner