Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-18
  • CA RA
    APPROVED
    Since 2025-08-18

Branch Locations

13906 Fiji Way Apt 152, Marina Del Rey, CA 90292 • United States

1820 E Ray Rd. Suite C2C, Chandler, AZ 85225 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Teplitsky Llc Scottsdale AZ 01/2014 09/2019
Guidedchoice Reno NV 10/2019 01/2021
Student La Jolla CA 09/2020 06/2022
Eastward Capital Partners West Newton MA 10/2021 09/2022
Unemployed Marina Del Rey CA 10/2022 04/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2023 08/2024
Northwestern Mutual Investment Services Llc Manhattan Bch CA 05/2023 08/2024
Osaic Marina Del Rey CA 08/2024 Present
  • 01/2014 → 09/2019
    Teplitsky Llc
    Scottsdale, AZ
  • 10/2019 → 01/2021
    Guidedchoice
    Reno, NV
  • 09/2020 → 06/2022
    Student
    La Jolla, CA
  • 10/2021 → 09/2022
    Eastward Capital Partners
    West Newton, MA
  • 10/2022 → 04/2023
    Unemployed
    Marina Del Rey, CA
  • 04/2023 → 08/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2023 → 08/2024
    Northwestern Mutual Investment Services Llc
    Manhattan Bch, CA
  • 08/2024 → Present
    Osaic
    Marina Del Rey, CA
Previous Registrations
  • 2012-02-03 → 2013-12-18
    Lagrange Park, IL
    Evanston, IL
  • 2011-01-10 → 2012-01-23
    Chase Investment Services Corp.
    Chicago, IL
    Chicago, IL
    Chicago, IL
Other Businesses

1.LEONARD TEPLITSKY POSITION: Self NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 09/18/2024 ADDRESS: 1820 E. Ray Road, Suite C2C, Chandler, AZ 85225 AZ 85255, United States DESCRIPTION: Sell and Service Fixed Insurance Products 2.GRAYHAWK FINANCIAL SERVICES POSITION: Managing Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2026 ADDRESS: 1820 E Ray Rd, Suite C2C, Chandler AZ 85225, United States DESCRIPTION: Oversee business operations, practice management, technology, marketing, client service operations, and business development

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-10
S63 Uniform Securities Agent State Law Examination 2023-08-30
  • S65 Uniform Investment Adviser Law Examination
    2024-12-10
  • S63 Uniform Securities Agent State Law Examination
    2023-08-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marina Del Rey, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor