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720 State St, Saint Joseph, MI 49085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED_RES | 2022-11-08 |
| MI | RA | APPROVED | 2022-07-15 |
| PA | RA | APPROVED | 2022-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Street Advisors | Pittsburgh | PA | 04/2016 | Present |
| J. Leonard Financial Services | Pittsburgh | PA | 09/2011 | 12/2021 |
| Leonard Advisory Group Llc | Benton Harbor | MI | 07/2022 | Present |
Leonard Advisory Group, Insurance and Financial Planning Firm, 8150 Perry Highway Suite 210 Pittsburgh, Pa 15237, Insurance and Financial Planning Firm, Representative, 09/2011, 180 hours/ month, 6.5 hours, marketing research business tracking insurance product research and presentation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-03 |
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