Derek J Podolak

Current Employers

Employment History

• 07/2017 → 11/2025
  Lpl Financial, Llc
  Cannonsburg, PA
• 11/2025 → Present
  The Leaders Group Dba Simplicity Investments
  Canonsburg, PA
• 04/2023 → 11/2025
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
• 12/2018 → Present
  Independent Insurance Agent
  Canonsburg, PA
• 08/2017 → 11/2025
  Affinity Wealth Management Group
  Pittsburgh, PA
• 11/2025 → Present
  Solyco Wealth Llc
  Canonsburg, PA
• 05/2002 → 07/2017
  Citizens Bank
  Pittsburgh, PA
• 05/2002 → 07/2017
  Citizens Investment Services Corp.
  Pittsburgh, PA

Previous Registrations

• 2023-04-17 → 2025-11-13
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Canonsburg, PA
• 2017-07-20 → 2025-11-11
  Lpl Financial Llc
  Pittsburgh, PA
  West Mifflin, PA
  Pittsburgh, PA
  Murraysville, PA
  Nesquehoning, PA
  Cannonsburg, PA
  Canonsburg, PA
• 2004-12-09 → 2017-07-20
  Citizens Securities, Inc.
  Wexford, PA
  Bridgeville, PA
  Pittsburgh, PA
  Carnegie, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Mars, PA
  Zelienople, PA
  Box M New Stanton, PA
  North Huntingdon, PA
  Monongahela, PA
  Pittsburgh, PA
  New Kensington, PA
  Pittsburgh, PA
  Wilkinsburg, PA
  Altoona, PA
  Altoona, PA
  Altoona, PA
  Hollidaysburg, PA
  Altoona, PA
  Roaring Spring, PA
  Tyrone, PA
  Pitcarin, PA
  Homestead, PA
  Warrendale, PA
  North Huntingdon, PA
  Pittsburgh, PA
  West Mifflin, PA
  Export, PA
  Pittsburgh, PA
  Monroeville, PA
  Butler, PA
  Pittsburgh, PA
  Oakmont, PA
  Lower Burrell, PA
  New Kensington, PA
  Monroeville, PA
  Pittsburgh, PA
  North Versailles, PA
  Butler, PA
  Saxonburg, PA
  Washington, PA
  Verona, PA
  Leechburg, PA
  State College, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Allison Park, PA
  Latrobe, PA
  Pittsburgh, PA
  Mars, PA
  Seven Fields, PA
  Greensburg, PA
  Ford City, PA
  Kittanning, PA
  Butler, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Wexford, PA
  Pittsburgh, PA
  Finleyville, PA
  Washington, PA
  Monessen, PA
  Monessen, PA
  Charleroi, PA
  Donora, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Monroeville, PA
  Verona, PA
  Glenshaw, PA
  Glenshaw, PA
  Greensburg, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Turtle Creek, PA
  Braddock Hills, PA
  Burnham, PA
  Gibsonia, PA
  Greensburg, PA
  Munhall, PA
  Pittsburgh, PA
  Ligonier, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Latrobe, PA
  Greensburg, PA
  Bellefonte, PA
  State College, PA
  State College, PA
  State College, PA
  Pittsburgh, PA
  Turtle Creek, PA
  Mcmurray, PA
  Mcmurray, PA
  Upper St. Clair, PA
  Canonsburg, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Monroeville, PA
  Bethel Park, PA
  Coraopolis, PA
  Bethel Park, PA
  Bethel Park, PA

Other Businesses

1.) INDEPENDENT INSURANCE AGENT/SOLYCO WEALTH - 12/1/2018 - 2400 Ansys Drive, Suite 400, Canonsburg, PA 15317 - Managing Partner, Insurance agent and operations manager, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) Name of advisory affiliates: NA; Name of outside business: Leaders Group; Is the advisory affiliate principal control person: NA; Location of the business: 2400 Ansys Dr. STE 400 Canonsburg, PA 15317; Description of the business: Registered Rep for Broker dealer Business; Position Title: Registered Rep; Responsibilities Duties: Broker Dealer Activity for Clients; Start date with business: 11/4/2025; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10;Percentage of total yearly compensation expected to be derived from the business: 20.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-08
• S63 Uniform Securities Agent State Law Examination
  2001-01-09