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379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-04 |
Branch Locations
45 Rockefeller Plaza Suite 3504, New York, NY 10111 • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo Wealth, Llc | New York | NY | 08/2024 | Present |
| University Of California, Berkeley | Berkeley | CA | 08/2023 | 05/2024 |
| Leo Brokerage, Llc | New York | NY | 06/2023 | 08/2023 |
| University Of California, Berkeley | Berkeley | CA | 08/2022 | 06/2023 |
| Leo Brokerage, Llc | New York | NY | 05/2022 | 08/2022 |
| University Of California, Berkeley | Berkeley | CA | 08/2020 | 05/2022 |
| Kk Securities Limited | New Delhi | 06/2021 | 08/2021 | |
| Modern School Vasant Vihar | New Delhi | 02/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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