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Andrew James Christopher

Leading Edge Financial Planning LLC

Knoxville, TN

Carlsbad, CA

CRD 7178472

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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:

Current Employers
Leading Edge Financial Planning Llc

6921 Office Park Circle, Knoxville, TN 37909 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
CA RA APPROVED 2023-06-22
  • TX RA
    APPROVED
    Since 2025-01-03
  • CA RA
    APPROVED
    Since 2023-06-22

Branch Locations

6921 Office Park Circle, Knoxville, TN 37909 • United States

Carlsbad, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2019 → 11/2021
    Dowling & Yahnke Wealth Advisors
    San Diego, CA
  • 05/2009 → 09/2019
    United States Navy
    Arlington, VA
  • 09/2019 → Present
    United States Navy - Reserves
    San Diego, CA
  • 11/2021 → 02/2022
    Pricewaterhousecoopers
    San Diego, CA
  • 02/2022 → 10/2025
    Lockheed Martin
    San Diego, CA
  • 06/2022 → 07/2024
    Georgetown University
    Washington, DC
  • 06/2023 → Present
    Carlsbad, CA
Previous Registrations
  • 2019-11-01 → 2021-11-10
    Dowling & Yahnke, Llc
    San Diego, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-01
  • S65 Uniform Investment Adviser Law Examination
    2019-11-01
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Andy Christopher

View on SEC IAPD

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