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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-02 |
| MA | RA | APPROVED | 2023-01-31 |
Branch Locations
Springfield, MA • United States
Springfield, MA • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cumulus Radio | Springfield | MA | 08/2016 | 12/2017 |
| Bkaye Realty | Springfield | MA | 06/2014 | 11/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2017 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Springfield | MA | 03/2017 | 08/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2017 | 08/2021 |
| Psl Life Group | Springfield | MA | 01/2018 | Present |
| Portfolio Medics | Bonita Springs | FL | 01/2023 | Present |
Mr. Leone, is an independent insurance agent through PSL life group. In this role he transacts in insurance products including annuities. He spends approximately 40 hours a month during market and non-market hours in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-26 |
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