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Leon C Mazza

Heritage Grove Wealth Management, LLC

Danville, CA

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Current Employers
Heritage Grove Wealth Management, Llc

Danville, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

Danville, CA • 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
Fisher Investments Woodside CA 08/2008 01/2020
Fidelity Brokerage Services Llc Dublin CA 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2008 → 01/2020
    Fisher Investments
    Woodside, CA
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2025-05-13
    Strategic Advisers Llc
    Dublin, CA
    Danville, CA
    Boston, MA
  • 2020-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2011-03-14 → 2020-02-07
    Fisher Investments
    San Mateo, CA
    Plano, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-15
S65 Uniform Investment Adviser Law Examination 2011-03-11
  • S63 Uniform Securities Agent State Law Examination
    2020-09-15
  • S65 Uniform Investment Adviser Law Examination
    2011-03-11
Other Names
  • Leon Christopher Mazza

View on SEC IAPD

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