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Leigh Daniel Jerome Washington

Capital Planning, LLC

Bellevue, WA

Marysville, WA

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Current Employers
Capital Planning, Llc

10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-24
WA RA APPROVED 2025-02-24
  • TX RA
    APPROVED
    Since 2025-02-24
  • WA RA
    APPROVED
    Since 2025-02-24

Branch Locations

10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States

Marysville, WA • 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
Capital Planning, Llc Bellevue WA 03/2017 Present
American Funds San Antonio TX 09/2014 02/2017
  • 03/2017 → Present
    Capital Planning, Llc
    Bellevue, WA
  • 09/2014 → 02/2017
    American Funds
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-02-22

View on SEC IAPD

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