Richard Alexander Leu

Current Employers

Employment History

• 04/2016 → 12/2023
  Bridge Advisory, Llc Dba Penniall & Associates, Inc.
  Pasadena, CA
• 08/2023 → Present
  Axxcess Wealth Management, Llc Dba La Wealth Advisors
  Pasadena, CA

Previous Registrations

• 2016-04-05 → 2023-12-01
  Bridge Advisory Llc
  Pasadena, CA
• 2013-10-01 → 2016-04-01
  Creative Planning
  La Crescenta, CA
  Overland Park, KS
• 2009-04-07 → 2013-10-07
  New England Securities
  Pasadena, CA
  Woodland Hills, CA
  South Pasadena, CA
  Montrose, CA
• 2005-11-11 → 2009-02-05
  Charles Schwab & Co., Inc.
  Glendale, CA
• 2004-09-07 → 2005-10-11
  Morgan Stanley Dw Inc.
  Los Angeles, CA

Other Businesses

[1] INSURANCE; NOT INVESTMENT RELATED; 680 E COLORADO BLVD., SUITE 180 & 2ND FLOOR, PASADENA, CA, 91101; INSURANCE SALES; AGENT; 10/2004; TWO HOURS PER MONTH, NOT DURING SECURITIES TRADING HOURS; SALES OF INSURANCE [2] LA WEALTH ADVISORS, LLC; NOT INVESTMENT-RELATED; 680 E. COLORADO BLVD, SUITE 180 & 2ND FLOOR, PASADENA, CA, 91101; DBA AND SEPARATE ENTITY CREATED FOR INVESTMENT ADVISORY BUSINESS CONDUCTED WITH AXXCESS WEALTH MANAGEMENT, LLC; FOUNDER AND SENIOR WEALTH ADVISOR; 02/2023; 160 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; PERFORM INVESTMENT ADVISORY SERVICES FOR CLIENTS. [3] YMCA OF THE FOOTHILLS; NOT INVESTMENT RELATED; 1930 FOOTHILL BLVD., LA CANADA, CA, 91011; NON-PROFIT; VOLUNTEER BOARD MEMBER; 08/2016; FOUR HOURS PER MONTH, NOT DURING TRADING HOURS; ATTEND BOARD MEETINGS. [4] YMCA OF THE FOOTHILLS; NOT INVESTMENT RELATED; 1930 FOOTHILL BLVD., LA CANADA, CA, 91011; NON-PROFIT; INDOOR CYCLING INSTRUCTOR, 05/2011; EIGHT HOURS PER MONTH, NOT DURING TRADING HOURS; TEACH CYCLING CLASS.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-02

Other Names

• Richard Alex Leu
• Richard Alexander Leu
• Alexander Leu
• Alexander Leu
• Alex Leu