Leonard James Tomson

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2010-09-29

Designations

Other Names

• Lenny Tomson
• Leonard J. Tomson