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RIA / WealthAdvisorCertified Financial Planner33 years in industry

MICHAEL PETER LEANZA

Advisor at THE GENWEALTH GROUP, INC.

MAPLEWOOD, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE GENWEALTH GROUP, INC.
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: Apr 15, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 15, 1993
First registration: Nov 21, 2002
Dual registered: no
Other names: MICHAEL PETER LEANZA|MICHAEL PETER LEANZA
IAPD individual key: 2330470

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE GENWEALTH GROUP, INC.	Independent wealth	Oct 21, 2010	n/a	yes	MAPLEWOOD, NJ	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	May 9, 2008	Jan 13, 2011	no	MAPLEWOOD, NJ\|SAN DIEGO, CA\|MAPLEWOOD, NJ	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 20, 2004	May 20, 2008	no	MAPLEWOOD, NJ\|MAPLEWOOD, NJ	Previous registration
QUICK & REILLY, INC.	n/a	Nov 21, 2002	Oct 20, 2004	no	MAPLEWOOD, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	THE GENWEALTH GROUP, INC.	Jan 13, 2011	Oct 21, 2010	-84	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	LPL FINANCIAL LLC	May 20, 2008	May 9, 2008	-11	Firm change	Other
QUICK & REILLY, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 20, 2004	Oct 20, 2004	0	Bulk transfer	Other

Relationships

Registered with (4)

→ THE GENWEALTH GROUP, INC.Registered adviserregistration: current employment
Oct 21, 2010 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 9, 2008 to Jan 13, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to May 20, 2008factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Nov 21, 2002 to Oct 20, 2004factForm ADV

Dated events

No dated event names this entity yet.