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Bologna • Italy
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| WA | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 10/2016 | 09/2018 |
| Moss Adams | Seattle | WA | 09/2018 | 05/2021 |
| Facet Wealth | Seattle | WA | 05/2021 | 05/2022 |
| Blue Water Wealth | Seattle | WA | 03/2023 | 05/2023 |
| Unemployed | Seattle | WA | 06/2022 | 02/2023 |
| Foundation Financial Planning | Seattle | WA | 05/2023 | Present |
| Cairn Financial Planning, Llc | Seattle | WA | 04/2023 | Present |
Melissa Leonard is currently employed as a Paraplanner for Foundation Financial Planning, which is investment related, located at 7000 Cresheim Rd, Philadelphia, PA 19119. Foundation Financial Planning is outsourced financial planning for financial professionals. Melissa Leonard started this position in May 2023 and spends approximately 10 hours per month on this OBA. Her duties include: review data from financial professionals, organize it, and enter it into financial planning software (such as eMoney or Money Guide Pro). Then draft an executive summary that outlines the scope, assumptions, results, scenarios, and recommendations of the financial plan. The financial professional is responsible for presenting the plan and reports to their client.
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