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6921 Office Park Circle, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| CA | RA | APPROVED | 2023-06-22 |
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 |
|---|---|---|---|---|
| Dowling & Yahnke Wealth Advisors | San Diego | CA | 09/2019 | 11/2021 |
| United States Navy | Arlington | VA | 05/2009 | 09/2019 |
| United States Navy - Reserves | San Diego | CA | 09/2019 | Present |
| Pricewaterhousecoopers | San Diego | CA | 11/2021 | 02/2022 |
| Lockheed Martin | San Diego | CA | 02/2022 | 10/2025 |
| Georgetown University | Washington | DC | 06/2022 | 07/2024 |
| Leading Edge Financial Planning, Llc | Carlsbad | CA | 06/2023 | Present |
1) United States Navy - Reserves; not investment-related; NOSC North Island PO Box 357099, Bldg. 251 San Diego, CA 92135-7099; Lieutenant Commander; Start Date: 09/2019; approx. 16 of hours/month, of which NONE are business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
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