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Current Employers
Leo Wealth, Llc

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-04
NJ RA APPROVED 2016-10-20
  • NY RA
    APPROVED
    Since 2021-09-04
  • NJ RA
    APPROVED
    Since 2016-10-20

Branch Locations

45 Rockefeller Plaza Suite 3504, New York, NY 10111 • United States

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

Leo Fund Services, Llc

379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2012-12-05
  • NJ RA
    APPROVED
    Since 2012-12-05

Branch Locations

379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Leogroup, Llc Chatham NJ 12/2012 Present
Olden Lane Securities, Llc Princeton NJ 10/2017 06/2020
Leo Wealth, Llc Iselin NJ 08/2021 Present
Leogroup Fund Services, Llc Iselin NJ 12/2012 Present
  • 12/2012 → Present
    The Leogroup, Llc
    Chatham, NJ
  • 10/2017 → 06/2020
    Olden Lane Securities, Llc
    Princeton, NJ
  • 08/2021 → Present
    Iselin, NJ
  • 12/2012 → Present
    Leogroup Fund Services, Llc
    Iselin, NJ
Previous Registrations
  • 2011-12-13 → 2012-11-21
    Fcg Advisors, Llc
    Chatham, NJ
    Chatham, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-15
  • S66 Uniform Combined State Law Examination
    2010-11-15
Other Names
  • Michael Anthony Bohlinger
  • Michael Bohlinger

View on SEC IAPD

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