Leslie J. Benzak

Current Employers

Employment History

• 09/2001 → 11/2023
  Lincoln Investment Planning, Inc.
  Harleysville, PA
• 02/2012 → 01/2026
  Tax Service
  Harleysville, PA
• 11/2023 → 05/2026
  Commonwealth Financial Network
  Waltham, MA
• 11/2023 → Present
  Tupelo Wealth Partners
  Harleysville, PA
• 05/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg,, IL
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2021 → Present
  Otium Ventures
  Harleysville,, PA
• 01/2002 → Present
  Les Benzak
  Harleysville,, PA

Previous Registrations

• 2023-11-01 → 2026-05-06
  Commonwealth Financial Network
  Waltham, MA
  Harleysville, PA
• 2011-04-04 → 2023-11-01
  Lincoln Investment
  Horsham, PA
  Jenkintown, PA
  Harleysville, PA
• 2015-02-11 → 2023-11-01
  Capital Analysts
  Lansdale, PA

Other Businesses

1. NAME OF OTHER BUSINESS: Les Benzak INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Tax Returns START DATE: 01/2002 POSITION/TITLE/RELATIONSHIP: enrolled agent APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: Prepare, complete and e-file personal tax returns during tax season; 2. NAME OF OTHER BUSINESS: Otium Ventures INVESTMENT RELATED: no ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Real Estate START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: Co-owner APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Manage property and pay bills associated with office; 3. NAME OF OTHER BUSINESS: Tupelo Wealth Partners INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: principal APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 60 BRIEF DESCRIPTION OF DUTIES: provide financial services;

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-01-20

Designations

Other Names

• Les Benzak