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Inactive

Levi Donohue

Sound Wealth LLC

Marlton, NJ

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Current Employers
Sound Wealth Llc

10000 Lincoln Drive E Ste 201, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-04
IL RA APPROVED 2026-07-13
PA RA APPROVED 2026-07-13
TX RA APPROVED 2026-07-13
  • NJ RA
    APPROVED
    Since 2026-08-04
  • IL RA
    APPROVED
    Since 2026-07-13
  • PA RA
    APPROVED
    Since 2026-07-13
  • TX RA
    APPROVED
    Since 2026-07-13

Branch Locations

10000 Lincoln Drive E Ste 201, Marlton, NJ 08053 • 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
Student Madison Heights VA 06/2016 06/2021
Bon Air Lynchburg VA 07/2021 01/2022
Student Lynchburg VA 02/2022 05/2022
Chipotle Lynchburg VA 06/2022 08/2024
Cava Lynchburg VA 09/2024 12/2024
Student Lynchburg VA 01/2025 05/2025
Sound Wealth Llc Marlton NJ 09/2025 Present
Unemployed Madison Heights VA 05/2025 09/2025
  • 06/2016 → 06/2021
    Student
    Madison Heights, VA
  • 07/2021 → 01/2022
    Bon Air
    Lynchburg, VA
  • 02/2022 → 05/2022
    Student
    Lynchburg, VA
  • 06/2022 → 08/2024
    Chipotle
    Lynchburg, VA
  • 09/2024 → 12/2024
    Cava
    Lynchburg, VA
  • 01/2025 → 05/2025
    Student
    Lynchburg, VA
  • 09/2025 → Present
    Sound Wealth Llc
    Marlton, NJ
  • 05/2025 → 09/2025
    Unemployed
    Madison Heights, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-08
  • S65 Uniform Investment Adviser Law Examination
    2026-06-08

View on SEC IAPD

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PAUL D WAMPLER
John Thomas Franchi
TREVOR CHARLES WAMPLER
DOUGLASS F ERGOOD
Frank Charles Midili
Jason McEvoy

Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ
CITIZENS SECURITIES, INC. · MARLTON, NJ
MORGAN STANLEY · Marlton, NJ
CHARLES SCHWAB & CO., INC. · Marlton, NJ
M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ
LPL FINANCIAL LLC · MARLTON, NJ

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