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Sophie Christine Jacqueline Leahy

Morton Wealth

Calabasas, CA

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Current Employers
Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-12
  • CA RA
    APPROVED
    Since 2025-03-12

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • 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
Obsidian Planning Solutions (Formerly Wealth Strategies Group) Hong Kong 09/2016 06/2019
Obsidian Planning Solutions (Formerly Wealth Strategies Group) Rockville MD 07/2019 01/2020
Burt Wealth Advisors North Bethesda MD 02/2020 02/2022
Burt Wealth Advisors North Bethesda MD 02/2022 02/2025
Morton Wealth Calabasas CA 03/2025 Present
  • 09/2016 → 06/2019
    Obsidian Planning Solutions (Formerly Wealth Strategies Group)
    Hong Kong
  • 07/2019 → 01/2020
    Obsidian Planning Solutions (Formerly Wealth Strategies Group)
    Rockville, MD
  • 02/2020 → 02/2022
    Burt Wealth Advisors
    North Bethesda, MD
  • 02/2022 → 02/2025
    Burt Wealth Advisors
    North Bethesda, MD
  • 03/2025 → Present
    Morton Wealth
    Calabasas, CA
Previous Registrations
  • 2021-03-25 → 2024-09-30
    Burt Wealth Advisors
    North Bethesda, MD
Designations
Other Names
  • Sophie Leahy

View on SEC IAPD

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M83 INVESTMENT GROUP, LLC · CALABASAS, CA
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MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA
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