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Current Employers
Willow Grove Advisors, Llc

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-21
  • WA RA
    APPROVED
    Since 2026-05-21

Branch Locations

Brier, WA • United States

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Leverage Planners Wealth Management, Llc

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-15
  • WA RA
    APPROVED
    Since 2025-09-15

Branch Locations

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • 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
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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-26

View on SEC IAPD

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