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13986 Bowles Ave. Suite 200, Littleton, CO 80127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-01 |
| CO | RA | APPROVED | 2009-07-01 |
Branch Locations
13986 Bowles Ave. Suite 200, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Greenwood Village | CO | 09/2007 | 09/2022 |
| Capital Financial Group, Inc. | Littleton | CO | 06/2009 | Present |
| Alcol Inc. | Greenwood Villiage | CO | 01/2011 | 12/2016 |
Alexander Leonida is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment advisor. CFG always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of CFG in connection with such individual's activities outside of CFG. Alexander Leonida currently offers non-variable insurance products through One Insurance Solutions for RIAs by Producer's Choice Network. Producer's Choice Network is an Independent Marketing Organization and provides licensing and servicing to investment advisor representatives. One Insurance Solutions for RIAs by Producer's Choice Network provides annuity, long-term care and life insurance products through various insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-24 |
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