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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Leah Trietiak

Advisor at J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:53be545b-b357-5ba4-7486-b637966c79c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 29, 2008 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: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66|S65
First exam: Apr 21, 2008
First registration: May 29, 2008
Dual registered: yes, broker-dealer
Other names: LEAH MARIE BRYANT|LEAH MARIE MARSHALL|LEAH MARIE BRYANT|Leah M Trietiak|Leah Trietiak|LEAH MARIE TRIETIAK
IAPD individual key: 4913387

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
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 14, 2025	n/a	yes	PALM BEACH GARDENS, FL	Current employment
SINGER WEALTH ADVISORS LLC	Independent wealth	Jul 20, 2024	Nov 24, 2025	no	BOCA RATON, FL	Previous registration
APO FINANCIAL SERVICES, LLC	Independent wealth	Jan 17, 2023	Jul 9, 2024	no	PALM BEACH GARDENS, FL\|WESTMINSTER, CO	Previous registration
MORGAN STANLEY	Wirehouse	Aug 25, 2015	Aug 3, 2016	no	Palm Beach Gardens, FL	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Feb 2, 2015	Sep 10, 2015	no	PALM BEACH GARDENS, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 29, 2008	Mar 24, 2014	no	WEST PALM BEACH, FL	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
SINGER WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	Nov 24, 2025	Nov 14, 2025	-10	Firm change	RIA to wirehouse
APO FINANCIAL SERVICES, LLC	SINGER WEALTH ADVISORS LLC	Jul 9, 2024	Jul 20, 2024	11	Firm change	RIA to RIA
MORGAN STANLEY	APO FINANCIAL SERVICES, LLC	Aug 3, 2016	Jan 17, 2023	2,358	Firm change after gap	Wirehouse to RIA
RBC CAPITAL MARKETS, LLC	MORGAN STANLEY	Sep 10, 2015	Aug 25, 2015	-16	Firm change	Ibd to wirehouse
UBS FINANCIAL SERVICES INC.	RBC CAPITAL MARKETS, LLC	Mar 24, 2014	Feb 2, 2015	315	Firm change	Wirehouse to ibd

Relationships

Registered with (6)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV
→ SINGER WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jul 20, 2024 to Nov 24, 2025factForm ADV
→ APO FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 17, 2023 to Jul 9, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 25, 2015 to Aug 3, 2016factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Feb 2, 2015 to Sep 10, 2015factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 29, 2008 to Mar 24, 2014factForm ADV

Dated events

Occurred
Nov 24, 2025
Advisor changed firm
Leah Trietiak left Singer Wealth Advisors Llc for J.P. Morgan Securities Llc (registered 2025-11-14)
Form ADVobserved 4 days ago
Occurred
Jul 9, 2024
Advisor changed firm
Leah Trietiak left Apo Financial Services, Llc for Singer Wealth Advisors Llc (registered 2024-07-20)
Form ADVobserved 4 days ago