Byron Joseph Leach

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  Campisi & Campisi, Inc
  Fairveiw Village, PA
• 06/2012 → 12/2019
  H.BEck, Inc.
  Bethesda, MD
• 01/2020 → 06/2024
  Securities America, Inc.
  Fairview Village, PA
• 01/2020 → 06/2024
  Securities America Advisors
  Fairview Village, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fairview Village, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fairview Village, PA

Previous Registrations

• 2020-01-08 → 2024-06-14
  Securities America Advisors, Inc.
  Fairview Village, PA
• 2015-03-16 → 2019-12-31
  Grove Point Investments, Llc
  Fairview Village, PA

Other Businesses

1. DBA - Campisi Financial Network LLC 2. CAMPISI & CAMPISI INC POSITION: CPA NATURE: Employee of Campisi & Campisi Inc, an accounting and tax preparation firm. INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 50 START DATE: 01/04/2004 ADDRESS: 1036 Valley Forge Road, Norristown PA 19403 DESCRIPTION: Accounting and tax preparation

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-11-10

Designations

• Certified Financial Planner