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Current Employers
Leonard Advisory Group Llc

720 State St, Saint Joseph, MI 49085 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-23
  • PA RA
    APPROVED
    Since 2023-08-23

Branch Locations

180 Swinderman Ste 400, Wexford, PA 15090 • United States

720 State St, Saint Joseph, MI 49085 • 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
Bill Few Associates, Inc. Pittsburgh PA 01/2015 08/2023
Bill Few Securities, Inc. Pittsburgh PA 01/2015 12/2021
Leonard Advisory Group Pittsburgh PA 08/2023 Present
Leonard Advisory Group Llc Pittsburgh PA 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-01
S63 Uniform Securities Agent State Law Examination 2007-03-08
  • S65 Uniform Investment Adviser Law Examination
    2010-03-01
  • S63 Uniform Securities Agent State Law Examination
    2007-03-08
Designations

View on SEC IAPD

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