Best Investors Account Sign in
Inactive

Mark Granville Leavitt

Enspire Wealth Management, LLC

Santa Rosa, CA

Claim This Profile
Current Employers
Enspire Wealth Management, Llc

90 South E Street Suite 300, Santa Rosa, CA 95404 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-03
CA RA APPROVED 2023-09-05
  • TX RA
    APPROVED
    Since 2023-10-03
  • CA RA
    APPROVED
    Since 2023-09-05

Branch Locations

90 South E Street Suite 300, Santa Rosa, CA 95404 • 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
Mark G Leavitt Cpa Santa Rosa CA 08/2001 12/2020
Leavitt Wealth Management, Llc Santa Rosa CA 01/2009 02/2019
Meritas Wealth Management Larkspur CA 11/2018 09/2023
Enspire Wealth Management, Llc Santa Rosa CA 03/2023 Present
Mark G. Leavitt, Cpa Santa Rosa CA 10/2023 Present
  • 08/2001 → 12/2020
    Mark G Leavitt Cpa
    Santa Rosa, CA
  • 01/2009 → 02/2019
    Leavitt Wealth Management, Llc
    Santa Rosa, CA
  • 11/2018 → 09/2023
    Meritas Wealth Management
    Larkspur, CA
  • 03/2023 → Present
    Enspire Wealth Management, Llc
    Santa Rosa, CA
  • 10/2023 → Present
    Mark G. Leavitt, Cpa
    Santa Rosa, CA
Previous Registrations
  • 2018-11-26 → 2024-02-27
    Meritas Wealth Management, Llc
    Santa Rosa, CA
    San Rafael, CA
    Santa Rosa, CA
  • 2009-03-03 → 2019-02-25
    Leavitt Wealth Management, Llc
    Santa Rosa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-03
  • S65 Uniform Investment Adviser Law Examination
    2008-11-03

View on SEC IAPD

Other Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL SUTTER CAPITAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JAMES BERNARD BERTERO
MICHAEL KEVIN MOBERLY
STEPHEN LORAN SMITH
JENNIFER LEE KNAPP
MATTHEW JOSEPH VEAL
MATTHEW MARK DAVIS
JEFFREY DONALD OLE GOSPE
PAMELA LYNN KEZER

Other Offices

MORGAN STANLEY · Santa Rosa, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
EDWARD JONES · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA

More in Santa Rosa, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor