This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PALM WEALTH PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 29, 2010

First registration

Oct 7, 2010

Dual registered

no

Other names

Lenny Tomson|LEONARD J. TOMSON

IAPD individual key

5777554

• Occurred

  Jun 28, 2024
  Advisor changed firm

  Leonard James Tomson left Eaton Financial Group for Palm Wealth Partners (registered 2024-03-19)

  Form ADVobserved 6 days ago
• Occurred

  Nov 4, 2022
  Advisor changed firm

  Leonard James Tomson left Equitable Advisors, Llc for Eaton Financial Group (registered 2022-11-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:319e69de-ed3e-e490-6daa-cec06787b74e

First observed

Oct 7, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.