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379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-22 |
Branch Locations
379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-22 |
| NY | RA | APPROVED | 2021-09-04 |
Branch Locations
100 Wood Ave South, Iselin, NJ 08830 • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leogroup, Llc | Chatham | NJ | 12/2012 | Present |
| Massey Quick Wealth Solutions, Llc | Morristown | NJ | 09/2016 | 09/2017 |
| Olden Lane Securities, Llc | Princeton | NJ | 10/2017 | 06/2020 |
| Leo Wealth, Llc | Iselin | NJ | 08/2021 | Present |
| Leogroup Fund Services, Llc | Iselin | NJ | 09/2014 | Present |
| Leo Brokerage, Llc | Hurst | TX | 03/2021 | Present |
REP HOLDS AN ACTIVE INSURANCE LICENSE & IS A LICENSED MEMBER OF MINIMIZE RISK, LLC, Iselin, NJ; A NEW JERSEY BASED INSURANCE AGENCY and affiliate of The Leo Group, LLC; Capflow Funding Group Managers, LLC, Rutherford, NJ; 4/2019- Member of the Board of Directors. Non investment related; 2 Hrs/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-11 |
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