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Current Employers
Leo Wealth Americas, Llc

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

6/F, Icbc Tower Three Garden Road Suites 605-8, Hong Kong 999077 • Hong Kong

Leo Wealth, Llc

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-11
  • TX RA
    APPROVED
    Since 2025-04-11

Branch Locations

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

8/F, On Building, 162 Queen's Road Central, Hong Kong 999077 • Hong Kong

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
Leo Brokerage, Llc Hong Kong 08/2024 Present
Santa Clara University Santa Clara CA 01/2022 06/2024
Boston College Newton MA 08/2020 12/2021
The Lawrenceville School Lawrenceville NJ 08/2016 06/2020
Leo Wealth Americas, Llc Hong Kong 11/2025 Present
  • 08/2024 → Present
    Leo Brokerage, Llc
    Hong Kong
  • 01/2022 → 06/2024
    Santa Clara University
    Santa Clara, CA
  • 08/2020 → 12/2021
    Boston College
    Newton, MA
  • 08/2016 → 06/2020
    The Lawrenceville School
    Lawrenceville, NJ
  • 11/2025 → Present
    Hong Kong
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-11
  • S65 Uniform Investment Adviser Law Examination
    2025-04-11

View on SEC IAPD

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