DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Leslie Marie Krajnak
Certified Financial Planner
Feed of 09/15/2026
Also filed as Leslie M Boka
At current firm
0 y
since Jan 13, 2026
In the industry
25 y
since Aug 22, 2001 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Jan 13, 2026 · Hamilton, Nj
- Palante Wealth Advisors, LLC independent RIAMay 13, 2024 to Oct 23, 2025 · Pennington, Nj
- Corecap Advisors BD affiliatedApr 11, 2024 to May 1, 2024 · Manalapan, Nj
- Eagle Strategies LLC BD affiliatedJan 2, 2024 to Apr 10, 2024 · Wall, Nj
- Blackrock Investment Management, LLC asset managerSep 29, 2006 to Oct 31, 2007 · Plainsboro, Nj
- Merrill Lynch Investment Managers LP unclassifiedFeb 11, 2005 to Sep 29, 2006 · Plainsboro, Nj
- The Concord Equity Group, LLC unclassifiedDec 3, 2004 to Feb 23, 2005 · Matawan, Nj
- UBS Financial Services Inc. wirehouseJul 3, 2003 to Jul 6, 2004 · San Francisco, Ca
- UBS Financial Services Inc. wirehouseApr 5, 2002 to Jun 27, 2003 · Edison, Nj
Moves
a registration end followed by a registration begin elsewhere
- Palante Wealth Advisors, LLC to Private Advisor Group, LLCleft Oct 23, 2025, registered Jan 13, 2026 (82 days) · RIA to affiliated broker-dealer or bank
- Corecap Advisors to Palante Wealth Advisors, LLCleft May 1, 2024, registered May 13, 2024 (12 days) · Affiliated broker-dealer or bank to independent RIA
- Eagle Strategies LLC to Corecap Advisorsleft Apr 10, 2024, registered Apr 11, 2024 (1 days) · Affiliated broker-dealer or bank to another
- Blackrock Investment Management, LLC to Eagle Strategies LLCleft Oct 31, 2007, registered Jan 2, 2024 (5907 days) · Other
- Merrill Lynch Investment Managers LP to Blackrock Investment Management, LLCleft Sep 29, 2006, registered Sep 29, 2006 (0 days) · corporate re-registration, not a move
- The Concord Equity Group, LLC to Merrill Lynch Investment Managers LPleft Feb 23, 2005, registered Feb 11, 2005 (-12 days) · Other
- UBS Financial Services Inc. to The Concord Equity Group, LLCleft Jul 6, 2004, registered Dec 3, 2004 (150 days) · Other
Signals
- Leslie Marie Krajnak left Palante Wealth Advisors, Llc for Private Advisor Group, Llc (registered 2026-01-13)Oct 23, 2025 · Advisor changed firm · fact
- Leslie Marie Krajnak left Corecap Advisors for Palante Wealth Advisors, Llc (registered 2024-05-13)May 1, 2024 · Advisor changed firm · fact
- Leslie Marie Krajnak left Eagle Strategies Llc for Corecap Advisors (registered 2024-04-11)Apr 10, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address