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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
| NJ | RA | APPROVED | 2015-02-18 |
Branch Locations
365 West Passaic Street Suite 205, Rochelle Park, NJ 07662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Rochelle Park | NJ | 02/2015 | Present |
| Raymond James Financial Services Advisers Inc. | Rochelle Park | NJ | 02/2015 | Present |
| Gpl Wealth Management Llc | Rochelle Park | NJ | 02/2015 | 12/2016 |
| Axia Financial Advisors | Rochelle Park | NJ | 02/2015 | Present |
| Leon Wealth Management, Llc | Rochelle Park | NJ | 07/2016 | 09/2020 |
(1) Name of Business: AXIA Financial Advisors, LLC Address: 365 W Passaic St Ste 205, Rochelle Park, NJ, 07652, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/27/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an independent contractor working under the rules of AXIA (2) Name of Business: Leon Wealth Management LLC Address: 365 W Passaic St Ste 205, Rochelle Park, NJ, 07662, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/05/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Above is my S-Corporation and it is set up to manage my income from RJFS and my business-related expenses. (3) Leon, Kinnelon, NJ, Control Person, Executor, 08/28/2024Not Investment Related: Yes, HPM: 0-1 HPM TH: 0-1 Duties: I am the Administrator of my late father-in-law's (Pedro Pablo Leon) estate. I was appointed by court. He lived in NC. I live in NJ. I will collect the assets, pay outstanding bills and distribute the remainder of the assets to the beneficiaries.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-14 |
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