Joshua Thomas Leonard

Employer firm

Leonard Advisory Group LLC CRD 321165

$114M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Center Street Advisors
  Pittsburgh, PA
• 09/2011 → 12/2021
  J. Leonard Financial Services
  Pittsburgh, PA
• 07/2022 → Present
  Leonard Advisory Group Llc
  Benton Harbor, MI

Previous Registrations

• 2016-08-03 → 2022-08-08
  Center Street Advisors, Inc.
  Pittsburgh, PA
  Nashville, TN
  Pittsburgh, PA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-03