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

LEONARD ADVISORY GROUP LLC

Current firm class

former SEC adviserderived

Book size

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

Industry start

Mar 8, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 8, 2007

First registration

Mar 9, 2010

Dual registered

no

IAPD individual key

5287964

• Occurred

  Aug 22, 2023
  Advisor changed firm

  Peter Roy Belcastro left Bill Few Associates, Inc. for Leonard Advisory Group Llc (registered 2023-08-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf6d1d2c-34c9-954e-db7d-ca687aa43d7c

First observed

Mar 9, 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.