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6921 Office Park Circle, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-08 |
| TN | RA | APPROVED | 2015-11-05 |
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 |
|---|---|---|---|---|
| Southwest Airlines | Dallas | TX | 03/2007 | Present |
| Leading Edge Financial Planning, Llc | Knoxville | TN | 11/2015 | Present |
1) SOUTHWEST AIRLINES, SINCE 03/2007, PILOT... PILOT AIRPLANES, 100 HRS. MO. 50 HRS. MO. DURING SECURITIES TRADING. 2) LEADING EDGE TAX PLANNING LLC; NON-INVESTMENT RELATED; 6921 OFFICE PARK CIRCLE, KNOXVILLE TN 37909; TAX AND ACCOUNTING SERVICES; OWNER; 11/13/2019; 2 HOURS PER MONTH DURING TRADING HOURS; PROVIDE ADVISORY SUPPORT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-10 |
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