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Allan Leung

Planvision, LLC

Millbrae, CA

Fuquay-Varina, NC

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Current Employers
Planvision, Llc

Fuquay-Varina, NC • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-31
  • CA RA
    APPROVED
    Since 2026-07-31

Branch Locations

Millbrae, CA • United States

Fuquay-Varina, NC • 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
Planvision Llc Varina NC 06/2026 Present
Unemployed Millbrae CA 04/2026 06/2026
H&R Block, Inc. Kansas City MO 11/2025 04/2026
Monroe Wealth Management Kansas City MO 09/2025 11/2025
Unemployed Millbrae CA 12/2022 09/2025
Livewell Capital San Francisco CA 10/2022 12/2022
Unemployed Millbrae CA 08/2022 10/2022
Serta Simmons Bedding, Llc Doraville GA 05/2021 08/2022
Wal-Mart Stores, Inc. San Bruno CA 09/2018 05/2021
Wal-Mart Stores, Inc. Bentonville AR 10/2008 08/2018
  • 06/2026 → Present
    Planvision Llc
    Varina, NC
  • 04/2026 → 06/2026
    Unemployed
    Millbrae, CA
  • 11/2025 → 04/2026
    H&R Block, Inc.
    Kansas City, MO
  • 09/2025 → 11/2025
    Monroe Wealth Management
    Kansas City, MO
  • 12/2022 → 09/2025
    Unemployed
    Millbrae, CA
  • 10/2022 → 12/2022
    Livewell Capital
    San Francisco, CA
  • 08/2022 → 10/2022
    Unemployed
    Millbrae, CA
  • 05/2021 → 08/2022
    Serta Simmons Bedding, Llc
    Doraville, GA
  • 09/2018 → 05/2021
    Wal-Mart Stores, Inc.
    San Bruno , CA
  • 10/2008 → 08/2018
    Wal-Mart Stores, Inc.
    Bentonville, AR
Designations

View on SEC IAPD

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