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860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-15 |
Branch Locations
81191 Avenida Neblina, Indio, CA 92203 • United States
860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo Wealth, Llc | Gilbert | AZ | 08/2021 | Present |
| Bft Financial Group, Llc | Gilbert | AZ | 10/2009 | Present |
| Leo Wealth Americas, Llc | Indio | CA | 11/2025 | Present |
1) CORPORATE PENSIONS COMPANY; INSURANCE; OWNER/AGENT STARTED 1978 30HRS/MTH 2-3HRS/MTH DURING TRADING HRS 2) CPC BENEFIT PENSION & INS SERV, INC; OWNER; 1987; 30 /MONTH 2-3 HR/DAY 3) LEAP SYSTEMS INFINITE BANKING AND CIRCLE OF WEALTH; LIFE INSURANCE; CONSULTANT; 2003; 25 HR/MN - 2-3 HR/MONTH DURNING BUSINESS HOURS 4) Leo Brokerage, LLC; REGISTERED REPRESENTATIVE AND INVESTMENT ADVISER REPRESENTATIVE; 2009
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-06 |
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