DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LEO FUND SERVICES, LLC
New York, NY | EDISON, NJ
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, LLC | Independent wealth | Oct 20, 2016 | n/a | yes | New York, NY|EDISON, NJ | Current employment |
| LEO FUND SERVICES, LLC | Asset manager | Dec 5, 2012 | n/a | yes | EDISON, NJ | Current employment |
| FCG WEALTH MANAGEMENT, LLC | Former SEC adviser | Dec 13, 2011 | Nov 21, 2012 | no | CHATHAM, NJ|CHATHAM, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FCG WEALTH MANAGEMENT, LLC | LEO FUND SERVICES, LLC | Nov 21, 2012 | Dec 5, 2012 | 14 | Firm change | Other |