Leonard James Tomson

Employer firm

Palm Wealth Partners CRD 323361

$179M regulatory AUM 28 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Palm Wealth Partners

7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-07-05
FL	RA	APPROVED	2024-03-19

TX RA
APPROVED_RES

Since 2024-07-05
FL RA
APPROVED

Since 2024-03-19

Branch Locations

7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • 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

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	05/2010	06/2020
Equitable Advisors, Llc	New York	NY	06/2010	10/2022
Eaton Financial Holdings Company, Llc	Coral Springs	FL	10/2022	06/2024
Dominion Investor Services, Inc.	Horseshoe Bay	TX	01/2023	06/2023
Investment Advisory Services Group Llc(Dba Palm Wealth Partners)	Boca Raton	FL	03/2024	Present

05/2010 → 06/2020

Axa Advisors, Llc

New York, NY
06/2010 → 10/2022

Equitable Advisors, Llc

New York, NY
10/2022 → 06/2024

Eaton Financial Holdings Company, Llc

Coral Springs, FL
01/2023 → 06/2023

Dominion Investor Services, Inc.

Horseshoe Bay, TX
03/2024 → Present

Investment Advisory Services Group Llc(Dba Palm Wealth Partners)

Boca Raton, FL

Previous Registrations

2022-11-02 → 2024-06-28

Eaton Financial Group

Coral Springs, FL

Boca Raton, FL
2010-10-07 → 2022-11-04

Equitable Advisors, Llc

Boca Raton, FL

Other Businesses

(1.) Insurance; Investment-related; 7100 W. Camino Real, Ste 302-1/44, Boca Raton, FL 33433; Nature: Insurance Sales; Insurance agent; Start date: 2023; Approximately 5 hours/month, primarily during trading hours; Duties: Insurance/Fixed annuity sales. (2.) Tomson Wealth, LLC; Not investment-related; Boynton Beach, FL 33436; Nature of business: LLC ownership interest in Palm Wealth Partners business operations and business acquisitions; Owner; Start date: 2023; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 4; Duties: Maintain bank account and tax documents. (3.) Tomson Homes LLC; Not investment-related; Boynton Beach, FL; Nature: Real Estate Rental; Position: Owner; Start date: 04/2026; Approximately 1 hour/month with 0 hours during securities trading hours; Duties: manage the property for tenant.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-09-29

S66 Uniform Combined State Law Examination

2010-09-29

Designations

Certified Financial Planner

Other Names

Lenny Tomson
Leonard J. Tomson

View on SEC IAPD