Blenda Maria Leon

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-09-14
TX	RA	APPROVED	2022-04-21

Branch Locations

6830 Okeechobee Blvd, West Palm Beach, FL 33411 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	07/2021	Present
Unemployed	Atlanta	GA	08/2020	07/2021
Bank Of America	Atlanta	GA	06/2020	08/2020
Publix Supermarkets	Atlanta	GA	11/2019	07/2020
Blossom Tree	Atlanta	GA	10/2019	03/2020
Unemployed	Atlanta	GA	08/2019	10/2019
Continental National Bank- Now First American Bank	Miami	FL	06/2017	08/2019
Coral Gables Senior High	Coral Gables	FL	08/2013	06/2017

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
08/2020 → 07/2021

Unemployed

Atlanta, GA
06/2020 → 08/2020

Bank Of America

Atlanta, GA
11/2019 → 07/2020

Publix Supermarkets

Atlanta, GA
10/2019 → 03/2020

Blossom Tree

Atlanta, GA
08/2019 → 10/2019

Unemployed

Atlanta, GA
06/2017 → 08/2019

Continental National Bank- Now First American Bank

Miami, FL
08/2013 → 06/2017

Coral Gables Senior High

Coral Gables, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-10

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