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Leonard Wealth Management, LLC CRD 311277
$6.72M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
312 East Water Street, Lincolnton, NC 28092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Jenison | MI | 10/2014 | 04/2018 |
| J. Cain Leonard Dba Leonard Insurance Solutions | Lincolnton | NC | 10/1995 | Present |
| Trustee Of Two Trusts | Lincolnton | NC | 07/2007 | 12/2019 |
| Foundation For Financial Education | Rockville | MD | 01/2017 | 02/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2018 | 02/2021 |
| Formula Folio Investments | Grand Rapids | MI | 10/2014 | 04/2018 |
| Leonard Wealth Management, Llc | Lincolnton | NC | 02/2020 | Present |
(1) COMMERCIAL PROPERTY MANAGEMENT; INVESTMENT RELATED; 713/715 SOUTH CEDAR ST, LINCOLNTON, NC 28092 AND 1412 EAST MAIN ST, LINCOLNTON, NC 28092; COMMERCIAL PROPERTY RENTALS; OWNER; 01/1994; 6; 6; (2) PROPERTY OWNER, LINCONLTON, NC;USES A PROPERTY MANAGER TO TAKE CARE OF DAY TO DAY DUTIES. (3) CAIN LEONARD TRUMPET STUDIO; NOT INVESTMENT RELATED; 215 KENNEDY DR, LINCOLNTON, NC 28092; TRUMPET LESSONS AND PERFORMANCES; OWNER; 03/2018; 8; 0; PROVIDES TRUMPET LESSONS AND PERFORMANCES AT EVENTS. (4)J CAIN LEONARD DBA LEONARD INSURANCE SOLUTIONS; INVESTMENT RELATED; SOLE PROPRIETOR; 312 EAST MAIN ST. LINCOLTON, NC 28092;OWNER;10/1995;80;0;INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-30 |
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