Best Investors
Account
Sign in
Best Investors
Account
Sign in
1110 South Avenue Executive Suites, Staten Island, NY 10314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-14 |
| NY | RA | APPROVED | 2025-11-07 |
Branch Locations
1110 South Avenue Executive Suites, Staten Island, NY 10314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 04/2015 | 10/2022 |
| Lpl Financial Llc | Staten Island | NY | 11/2022 | 11/2022 |
| Northfield Bank | Staten Island | NY | 11/2022 | 11/2022 |
| American Portfolios Financial Services Inc. | Holbrook | NY | 11/2022 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2025 |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | 12/2025 |
| Leo Wealth Management, Llc | Staten Island | NY | 12/2025 | Present |
1) 10/26/2022 - JAMES LEO - Agent selling: FIXED ANNUITIES, LIFE INSURANCE AND HEALTH INSURANCE - Non-Variable Insurance - 8 hours per month - STATEN ISLAND, NY, 10314 - Start date: 04/01/2015. 2) 05/03/2023 - JAMES LEO - REAL ESTATE RENTAL INCOME, NOT INVESTMENT RELATED, START DATE = 04/01/2023, 100% OWNERHSIP, 1 HOUR PER MONTH, 1 HOUR PER MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-29 |
Reach out to this advisor