Dominick Leuzzi

Current Employers

Employment History

• 05/2022 → Present
  Walsh & Nicholson Financial Group/The Ascent Group
  Wayne, PA
• 06/2012 → 05/2022
  Student
  Philadelphia, PA
• 11/2019 → Present
  Tea Shirt Company, Llc
  Philadelphia, PA
• 06/2022 → 01/2023
  Ameritas Investment Company, Llc
  Lincoln, NE
• 07/2022 → 07/2022
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 07/2022 → Present
  The Ascent Group, Llc
  Virginia Beach, VA
• 02/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Wayne, PA

Previous Registrations

• 2022-08-04 → 2022-08-24
  Ameritas Advisory Services, Llc
  Wayne, PA

Other Businesses

1) Alera Group,Inc;investment related;3 Parkway N,Suite 500,Deerfield,IL 60015;associate with Alera Group;associate;1/2/2023;160 hrs/month;130 hrs during trading;continue to act as a RR and IAR as applicable to continue to serve my existing and new clients 2) The Ascent Group;investment related;5029 Corporate Woods Drive,Suite 200,Virginia Beach,VA;SEC registered RIA;investment advisor;5/30/2022;160 hrs/month;130 hrs during trading;provide investment advice in return for advisor fee 3) Dominick Leuzzi (Property Owner);investment related;33 S Sussex St,Gloucester City,NJ 08030;sole owner of rental property;property owner;1/1/2021;0 hrs/month;0 hrs during trading;oversight of property 4) Walsh & Nicholson Financial Group;investment related;119 W Wayne Avenue,Wayne,PA 19087;provide investment and insurance advice and service to businesses and individuals;jr financial advisor;5/30/2022;160 hrs/month;130 hrs during trading;act as a junior financial advisor to advisor's clients 5) TEA SHIRT COMPANY LLC POSITION: Co-Founder NATURE: LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: 214 Greenwich Street, Philadelphia PA 19147, United States DESCRIPTION: Oversight of business and independent contractors of the business. 6) THE ASCENT GROUP LLC. POSITION: IAR NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/20/2022 ADDRESS: 192 Ballard Court, STE 400, Virginia Beach VA 23462, United States DESCRIPTION: Provide investment advice in return for advisor fee. 7) WALSH & NICHOLSON FINANCIAL GROUP POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2022 ADDRESS: 119 W. Wayne Ave., Wayne PA 19087, United States DESCRIPTION: DBA for securities related business. 8) RENTAL PROPERTY POSITION: Owner NATURE: Sole Prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2020 ADDRESS: 33 S. Sussex Street, Gloucester City NJ 08030, United States DESCRIPTION: General oversight of property and tenants. 9) RENTAL PROPERTY POSITION: Owner NATURE: Sole Prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2024 ADDRESS: 55 Sayers Ave., Lansdowne PA 19050, United States DESCRIPTION: General oversight of property and tenants. 10) FIXED INSURANCE POSITION: Insurance Agent NATURE: Sole Prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2024 ADDRESS: 119 W. Wayne Ave., Wayne PA 19087, United States DESCRIPTION: Recommend fixed insurance products in certain scenarios. 11) ALERA GROUP POSITION: Investment Advisor & Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2023 ADDRESS: 119 W. Wayne Ave., Wayne PA 19087, United States DESCRIPTION: Provide financial advice to clients for a fee.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15

Other Names

• Dominick Leuzzi