Paul Michael Leone

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-11-12
CA	RA	APPROVED	2025-07-22

TX RA
APPROVED_RES

Since 2025-11-12
CA RA
APPROVED

Since 2025-07-22

Branch Locations

Hemet, CA • United States

1295 Corona Pointe Court Suite 101, Corona, CA 92879 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Corona	CA	06/2016	07/2025
Wealthplan Partners, Inc.	Omaha	NE	06/2016	11/2016
Strategic Wealth Advisors Group	San Mateo	CA	10/2016	07/2025
Osaic Wealth	Corona	CA	07/2025	Present

06/2016 → 07/2025

Lpl Financial, Llc

Corona, CA
06/2016 → 11/2016

Wealthplan Partners, Inc.

Omaha, NE
10/2016 → 07/2025

Strategic Wealth Advisors Group

San Mateo, CA
07/2025 → Present

Osaic Wealth

Corona, CA

Previous Registrations

2016-11-01 → 2025-08-07

Mariner Advisor Network

Corona, CA

Corona, CA
2016-06-16 → 2017-03-28

Wealthplan Partners

Corona, CA
2016-02-09 → 2016-07-21

Trilogy Capital, Inc.

Corona, CA

Irvine, CA
2012-08-31 → 2016-06-07

National Planning Corporation

Corona, CA
2012-01-06 → 2012-08-23

Transamerica Financial Advisors, Llc

Orange, CA
2010-07-14 → 2012-01-06

Investment Advisors International, Inc.

San Jose, CA

Orange, CA
1997-07-24 → 2010-06-22

Msi Financial Services, Inc.

Moreno Valley, CA

Carlsbad, CA

Carlsbad, CA

Hemet, CA

Carlsbad, CA

Carlsbad, CA

Carlsbad, CA

Other Businesses

(1) 06/06/2016: Providence Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 06/01/2016 - 80 Hr/Mo; 40 Hour(s) During Securities Trading; 50% Time Spent

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-05-11

S63 Uniform Securities Agent State Law Examination

1992-05-11

View on SEC IAPD