Shawn Michael Leonard

Current Employers

Employment History

• 12/2011 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 12/2011 → 10/2025
  Mountainone Bank Dba Mountainone Investment Group
  North Adams, MA
• 10/2025 → 10/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2025 → 10/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2025 → Present
  Heritage Peaks Wealth Management
  Bennington, VT

Previous Registrations

• 2025-10-08 → 2025-10-09
  Cambridge Investment Research Advisors, Inc.
  Bennington, VT
• 2012-03-06 → 2025-10-06
  Commonwealth Financial Network
  North Adams, MA
  Bennington, VT
  Williamstown, MA
  North Adams, MA
  Pittsfield, MA
  Williamstown, MA
  Stockbridge, MA
• 2008-02-27 → 2024-06-21
  Garrison Asset Management, Llc
  Bennington, VT
  Bennington, VT
  Fayetteville, AR
• 2007-10-15 → 2008-12-31
  Colonial Institutional Investments, Llc
  Bennington, VT
• 2006-10-04 → 2007-10-26
  Ipi Wealth Management, Inc.
  Bennington, VT
  Decatur, IL
• 2003-03-19 → 2006-10-27
  Dion Money Management Inc
  Williamstown, MA

Other Businesses

Fixed insurance sales; as of 10/24/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-28
• S65 Uniform Investment Adviser Law Examination
  2003-02-13