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379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2021-09-04 |
| NJ | RA | APPROVED | 2016-10-20 |
Branch Locations
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
6501 Congress Avenue, Boca Raton, FL 33487 • United States
379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-06-02 |
Branch Locations
379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States
6501 Congress Avenue, Boca Raton, FL 33487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leogroup, Llc | Chatham | NJ | 04/2015 | Present |
| Olden Lane Securities, Llc | Princeton | NJ | 04/2017 | 06/2020 |
| Leogroup Fund Services, Llc | Iselin | NJ | 06/2015 | Present |
| Leo Wealth, Llc | Iselin | NJ | 08/2021 | Present |
| Leo Brokerage, Llc | Hurst | TX | 03/2022 | Present |
THE LEOGROUP, LLC IS INVOLVED IN FINANCIAL COUNSELING OF HIGHLY COMPENSATED INDIVIDUALS. FINANCIAL COUNSELING INVOLVES ESTATE AND INCOME TAX PLANNING AS WELL AS INSURANCE PLANNING. MY POSITION WITH THE LEOGROUP, LLC HAS ENTAILED THE RENDERING OF TAX, INSURANCE AND FINANCIAL ADVICE. MASSEY QUICK WEALTH SOLUTIONS IS INVOLVED IN FINANCIAL COUNSELING OF HIGHLY COMPENSATED INDIVIDUALS. FINANCIAL COUNSELING INVOLVES ESTATE AND INCOME TAX PLANNING AS WELL AS INSURANCE PLANNING. LICENSED INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-18 |
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