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Current Employers
Leverage Financial Advisory

10 Middlesex Avenue Unit 1, Wilmington, MA 01887 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-02-22
  • MA RA
    APPROVED
    Since 2019-02-22

Branch Locations

10 Middlesex Avenue Unit 1, Wilmington, MA 01887 • United States

Wilmington, MA • 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
Leverage Financial Advisory, Llc Wilmington MA 10/2018 Present
Boston University Boston MA 01/2017 05/2022
Sage Hospitality - Hotel Commonwealth Boston MA 12/2012 03/2021
  • 10/2018 → Present
    Leverage Financial Advisory, Llc
    Wilmington, MA
  • 01/2017 → 05/2022
    Boston University
    Boston, MA
  • 12/2012 → 03/2021
    Sage Hospitality - Hotel Commonwealth
    Boston, MA
Other Businesses

Mr. Bond owns and manages a residential real estate rental property. He spends approximately two to ten hours per month on this activity. Mr. Bond is on the Board of Trustees at this rental property for the Lowell House Condominium Trust, 301-303 Lowell Street, Somerville, Massachusetts 02145. This is a non-compensated voluntary role that involves one meeting per month for approximately two hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-23
  • S65 Uniform Investment Adviser Law Examination
    2018-10-23
Designations

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