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Advisor at LEO WEALTH AMERICAS, LLC
Hong Kong | HURST, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LEO WEALTH AMERICAS, LLC | Independent wealth | Apr 15, 2026 | n/a | yes | HURST, TX|Hong Kong | Current employment |
| LEO WEALTH, LLC | Independent wealth | Jan 17, 2023 | Sep 2, 2026 | no | EDISON, NJ|Hong Kong | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEO WEALTH, LLC | LEO WEALTH AMERICAS, LLC | Sep 2, 2026 | Apr 15, 2026 | -140 | Channel change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283891:338799:--:2026-09-02 | Sep 2, 2026 | Apr 15, 2026 | HONG KONG | Channel change |
| 283891:338799:NJ:2026-09-02 | Sep 2, 2026 | Apr 15, 2026 | EDISON, NJ | Channel change |