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333 East Broadway Ave 4Th Floor, Maryville, TN 37804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-01-05 |
Branch Locations
333 East Broadway Ave 4Th Floor, Maryville, TN 37804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leconte Wealth Management, Llc | Maryville | TN | 11/2014 | Present |
| Leconte Wealth Management, Llc | Maryville | TN | 01/2019 | Present |
Jonathan Dockery is a certified public accountant ("CPA") with Jonathan K. Dockery, CPA, PLLC, a certified public accounting firm, and is also principal of Jonathan K. Dockery, CPA, PLLC. Jonathan Dockery may provide accounting and/or tax preparation services to advisory clients independent of LeConte Wealth Management, LLC. Although LeConte Wealth Management, LLC does not receive referral fees from Jonathan K. Dockery, CPA, PLLC, Jonathan Dockery is entitled to receive compensation relative to his employment with Jonathan K. Dockery, CPA, PLLC. Jonathan Dockery devotes 15% of his professional time to his accounting practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-02 |
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