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6921 Office Park Circle, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-23 |
Branch Locations
6921 Office Park Circle, Knoxville, TN 37909 • United States
Asheville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leading Edge Financial Planning | Asheville | NC | 10/2020 | Present |
| American Airlines | Dallas | TX | 11/2017 | Present |
| Skywest Airlines | St. George | UT | 03/2017 | 10/2017 |
| Next Orthosurgical | Vista | CA | 10/2016 | 01/2017 |
| Nuvasive | San Diego | CA | 07/2014 | 10/2016 |
Employed as an Airline Pilot with American Airlines, Dallas, TX. Hired November 2017. Currently work about 12 days per month. Non-investment-related. Many of the days are on weekends and holidays. Days devoted to working during security trading hours are usually 1-2 days per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-05 |
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