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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-04 |
Branch Locations
130 Maple Ave, New City, NY 10956 • United States
565 Montgomery Street, Brooklyn, NY 11225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lieblich Financial Services | Brooklyn | NY | 01/2019 | Present |
| Avantax Investment Services, Inc. | Brooklyn | NY | 06/2019 | 12/2020 |
| Touro College | Brookyn | NY | 01/2014 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2021 | Present |
1. Tax Preparation, Lieblich Financial Services; as of 1/4/2021; Less than 10% of time spent during business hours; Conducted at branch; Not investment related. 2. Co-Owner, Malka Lieblich, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 05/06/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, LFS Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/26/2025; 95% time spent during business hours; Conducted at branch; Investment related. 4. Fixed insurance sales; as of 12/23/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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