Douglas Andrew Yoakley

Current Employers

Employment History

• 10/2014 → 02/2022
  Oak Springs Wealth Management, Llc
  Knoxville, TN
• 10/2014 → Present
  Pya Waltman Capital, Llc
  Knoxville, TN

Other Businesses

1) NAME: OAK SPRINGS SOLUTIONS, LLC; INVESTMENT-RELATED BUSINESS: YES; ADDRESS: 4817 KINGSTON PIKE KNOXVILLE, TN 37919; NATURE OF BUSINESS: LIFE INSURANCE SALES; POSITION: MEMBER; START DATE: MAY 2015; HOURS/MONTH DEVOTED: 2 HOURS; HOURS DEVOTED DURING TRADING HOURS: ALL; DUTIES: ADMINISTRATIVE. 2) NAME: DOUGLAS YOAKLEY, CPA; INVESTMENT-RELATED BUSINESS: YES; ADDRESS: 2005 PARTRIDGE RUN LANE KNOXVILLE, TN 37919; NATURE OF BUSINESS: TAX PLANNING, PREPARATION AND INDIVIDUAL/BUSINESS CONSULTING SERVICES; POSITION: SOLE PROPRIETOR; START DATE: OCTOBER 2014; HOURS/MONTH DEVOTED: 80 HOURS; HOURS DEVOTED DURING TRADING HOURS: ALL; DUTIES: NORMAL CPA DUTIES INCLUDING CONTRACTUAL SERVICES WITH PYA WALTMAN. 3) NAME: MOUNTAIN COMMERCE BANKSHARES and MOUNTAIN COMMERCE BANK; INVESTMENT-RELATED BUSINESS: YES; ADDRESS: 6101 KINGSTON PIKE KNOXVILLE, TN 37919; NATURE OF BUSINESS: REGULATED BANK AND HOLDING COMPANY; POSITION: DIRECTOR; START DATE: FEBRUARY 2017; HOURS/MONTH DEVOTED: 6 HOURS; HOURS DEVOTED DURING TRADING HOURS: ALL; DUTIES: ATTEND BOARD MEETINGS AND SERVE ON BOARD COMMITTEES. 4) NAME: NEW COMMUNITIES, LLC; INVESTMENT-RELATED BUSINESS: NO; ADDRESS: 1505 GREENBRIER RIDGE WAY KNOXVILLE, TN 37909; NATURE OF BUSINESS: HOLDS INVESTMENT IN APARTMENT COMPLEX IN KNOXVILLE, TN; POSITION: MEMBER; START DATE: 2005; HOURS/MONTH DEVOTED: 0 HOURS; HOURS DEVOTED DURING TRADING HOURS: NONE; DUTIES: FILE TAX RETURNS FOR ENTITY AS PART OF CPA DUTIES. 5) NAME: EAST TN HOCKEY, LLC; INVESTMENT-RELATED BUSINESS: NO; ADDRESS: 500 HOWARD BAKER AVE KNOXVILLE, TN 37915; NATURE OF BUSINESS: OWNERSHIP OF PROFESSIONAL HOCKEY TEAM IN SPHL; POSITION: MEMBER/TREASURER; START DATE: APRIL 2002; HOURS/MONTH DEVOTED: 2 HOURS; HOURS DEVOTED DURING TRADING HOURS: NONE; DUTIES: NORMAL TREASURER DUTIES, CONSULT WITH PRESIDENT ON STRATEGY. 6) NAME: BIOPET VET LABS, INC.; INVESTMENT-RELATED BUSINESS: NO; ADDRESS: 6727 BAUM DRIVE KNOXVILLE, TN 37919; NATURE OF BUSINESS: DOG DNA PROCESSING; POSITION: DIRECTOR; START DATE: 2010; HOURS/MONTH DEVOTED: 1 HOUR; HOURS DEVOTED DURING TRADING HOURS: NONE; DUTIES: NORMAL DIRECTOR DUTIES. 7) NAME: EDP CORPORATION; INVESTMENT-RELATED BUSINESS: NO; ADDRESS: 6727 BAUM DRIVE KNOXVILLE, TN 37919; NATURE OF BUSINESS: CANCER RESEARCH; POSITION: DIRECTOR; START DATE: 2005; HOURS/MONTH DEVOTED: 1 HOUR; HOURS DEVOTED DURING TRADING HOURS: NONE; DUTIES: NORMAL DIRECTOR DUTIES. 8) NAME: LYONS VIEW ENTERPRISES, LLC; INVESTMENT-RELATED BUSINESS: NO; ADDRESS: 5731 LYONS VIEW PIKE KNOXVILLE, TN 37919; NATURE OF BUSINESS: ASSET HOLDING COMPANY; POSITION: MEMBER; START DATE: FEBRUARY 2023; HOURS/MONTH DEVOTED: 2 HOURS; HOURS DEVOTED DURING TRADING HOURS: NONE; DUTIES: ADMINISTRATIVE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-19

Other Names

• Douglas A Yoakley