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Leah Nelson

The Table Financial Planning LLC

Saratoga Springs, UT

Fountain Hills, AZ

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Current Employers
The Table Financial Planning Llc

Fountain Hills, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-31
UT RA APPROVED 2026-08-17
CO RA APPROVED 2026-06-29
FL RA APPROVED 2026-03-13
CA RA APPROVED 2026-02-26
IA RA APPROVED 2026-02-26
TX RA APPROVED 2026-02-26
VA RA APPROVED 2026-02-26
  • AZ RA
    APPROVED
    Since 2026-08-31
  • UT RA
    APPROVED
    Since 2026-08-17
  • CO RA
    APPROVED
    Since 2026-06-29
  • FL RA
    APPROVED
    Since 2026-03-13
  • CA RA
    APPROVED
    Since 2026-02-26
  • IA RA
    APPROVED
    Since 2026-02-26
  • TX RA
    APPROVED
    Since 2026-02-26
  • VA RA
    APPROVED
    Since 2026-02-26

Branch Locations

Saratoga Springs, UT • United States

Fountain Hills, AZ • 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
Progressive Leasing Draper UT 05/2016 12/2016
Utah Valley University Orem UT 01/2017 05/2017
Sanctuary Wealth Management Pocatello ID 05/2017 12/2017
Securities America, Inc. Salt Lake City UT 02/2018 10/2020
Smedley Financial Services Inc Salt Lake City UT 01/2018 10/2020
South Valley Services West Jordan UT 02/2021 06/2023
Del-Sette Capital Management Schenectady NY 07/2023 03/2025
Unemployed Salt Lake City UT 10/2020 02/2021
The Table Financial Planning Phoenix AZ 10/2025 Present
Stay At Home Parent Salt Lake City UT 03/2025 10/2025
  • 05/2016 → 12/2016
    Progressive Leasing
    Draper, UT
  • 01/2017 → 05/2017
    Utah Valley University
    Orem, UT
  • 05/2017 → 12/2017
    Sanctuary Wealth Management
    Pocatello, ID
  • 02/2018 → 10/2020
    Securities America, Inc.
    Salt Lake City, UT
  • 01/2018 → 10/2020
    Smedley Financial Services Inc
    Salt Lake City, UT
  • 02/2021 → 06/2023
    South Valley Services
    West Jordan, UT
  • 07/2023 → 03/2025
    Del-Sette Capital Management
    Schenectady, NY
  • 10/2020 → 02/2021
    Unemployed
    Salt Lake City, UT
  • 10/2025 → Present
    The Table Financial Planning
    Phoenix, AZ
  • 03/2025 → 10/2025
    Stay At Home Parent
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-23
  • S66 Uniform Combined State Law Examination
    2018-04-23
Designations

View on SEC IAPD

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