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Current Employers
Leverage Planners Wealth Management, Llc

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-07
  • WA RA
    APPROVED
    Since 2026-08-07

Branch Locations

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • 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
Unemployed Benson AZ 06/2015 06/2020
Benson City Grille Benson AZ 06/2020 06/2021
Unemployed Flagstaff AZ 06/2021 03/2022
Unemployed Cle Elum WA 05/2025 07/2025
Whole Foods Flagstaff Flagstaff AZ 10/2023 05/2025
Whole Foods Flagstaff Flagstaff AZ 03/2022 06/2023
Unemployed Benson AZ 06/2023 09/2023
Equitable Advisors, Llc New York NY 07/2025 07/2026
Leverage Planners Wealth Management, Llc Bellevue WA 07/2026 Present
  • 06/2015 → 06/2020
    Unemployed
    Benson, AZ
  • 06/2020 → 06/2021
    Benson City Grille
    Benson, AZ
  • 06/2021 → 03/2022
    Unemployed
    Flagstaff, AZ
  • 05/2025 → 07/2025
    Unemployed
    Cle Elum, WA
  • 10/2023 → 05/2025
    Whole Foods Flagstaff
    Flagstaff, AZ
  • 03/2022 → 06/2023
    Whole Foods Flagstaff
    Flagstaff, AZ
  • 06/2023 → 09/2023
    Unemployed
    Benson, AZ
  • 07/2025 → 07/2026
    New York, NY
  • 07/2026 → Present
    Bellevue, WA
Previous Registrations
Other Businesses

Ballard Health Club. 12 hours a month, Saturdays only. Work at Front Desk. Not investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-15
  • S66 Uniform Combined State Law Examination
    2025-04-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bellevue, WA

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