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Leading Edge Financial Planning LLC CRD 277149
$522M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6921 Office Park Circle, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-09 |
Branch Locations
Thomasville, GA • United States
6921 Office Park Circle, Knoxville, TN 37909 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leading Edge Financial Planning Llc | Thomasville | GA | 06/2026 | Present |
| Thrivent Investment Management Inc. | Minneapolis | MN | 11/2022 | 03/2023 |
| National Teachers Associates Life Insurance Company | Tallahassee | FL | 07/2022 | 10/2022 |
| Self-Employed | Thomasville | GA | 06/2021 | 07/2022 |
| Brookwood School | Thomasville | GA | 08/2013 | 05/2021 |
| Truist Advisory Services, Inc. | Tallahassee | FL | 03/2023 | 09/2024 |
| Synovus Securities, Inc. | Thomasville | GA | 09/2024 | 05/2026 |
1) Trinity Anglican Church; Not investment-related; 325 W. Jackson St., Thomasville, GA. 31792; Trinity Anglican Church; Director of Contemporary Music; 4/27/2026; 10 hours per month; 0 during trading hours; Scheduling teams, selecting music for Sunday service, and leading the team on Sundays
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
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