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Lake Park Advisors CRD 269941
$21.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4718 Lake Park Drive Suite 1, Johnson City, TN 37615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-18 |
| TN | RA | APPROVED | 2016-01-14 |
Branch Locations
4718 Lake Park Drive Suite 1, Johnson City, TN 37615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard E. Eddy, Cfp, Llc Dba Financial Leadership | Johnson City | TN | 01/2016 | Present |
| Richard E. Eddy, Cfp, Llc Dba Financial Leadership | Johnson City | TN | 08/2015 | Present |
| Eddy, Cpa | Johnson City | TN | 05/2018 | Present |
EDDY, CPA; NOT INVESTMENT RELATED; JOHNSON CITY, TN; ACCOUNTANT; OPERATIONS MANAGER & STAFF ACCOUNTANT; 05/2018; APPROXIMATELY 80 HRS/MO DURING BUSINESS HOURS; PROVIDE TAX PREPARATION AND STAFF ACCOUNTANT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
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