Leonardo Dasilva Gelain

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2000 → 04/2021
  Primerica Financial Services
  Las Vegas, NV
• 03/2009 → 04/2021
  Pfs Investments Inc.
  Las Vegas, NV
• 04/2021 → 08/2022
  Securities America, Inc.
  Dardenne Prairie, MO
• 05/2021 → 08/2022
  Securities America Advisors
  Dardenne Prairie, MO
• 08/2022 → 11/2024
  Grove Point Investments Llc
  Rockville, MD
• 08/2022 → 11/2024
  Grove Point Advisors Llc
  Rockville, MD
• 08/2022 → Present
  Leon Financial Services Llc
  St. Charles, MO
• 11/2024 → Present
  Lpl Financial Llc
  Chesterfield, MO

Previous Registrations

• 2022-08-26 → 2024-11-04
  Grove Point Advisors, Llc
  Chesterfield, MO
  Rockville, MD
• 2021-05-05 → 2022-08-30
  Securities America Advisors, Inc.
  Las Vegas, NV
  Dardenne Prairie, MO

Other Businesses

1- 11/2024 - Leon Financial Services LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/17/2022 - 20 Hours Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-25
• S63 Uniform Securities Agent State Law Examination
  2001-04-12

Other Names

• Leo Gelain