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1919 Addison St Suite 101, Berkeley, CA 94704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-21 |
Branch Locations
1919 Addison St Suite 101, Berkeley, CA 94704 • United States
310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-15 |
Branch Locations
310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willow Grove Advisors, Llc | Berkeley | CA | 05/2026 | Present |
| Leverage Planners Wealth Management, Llc | Bellevue | WA | 09/2025 | 05/2026 |
| Full Time Student | Bellevue | WA | 08/2015 | 06/2025 |
| No Bull Financial, Llc Dba Leverage Planners | Bellevue | WA | 09/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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