Mark Anthony Leone

Current Employers

Employment History

• 01/1989 → Present
  Mark Leone
  Milford, MA
• 10/1992 → 09/2025
  Avantax Investment Services, Inc.
  Milford, MA
• 11/1993 → 09/2025
  Avantax Advisory Services
  Milford, MA
• 05/2006 → 09/2025
  Avanatax Insurance Agency, Llc.
  Milford, MA
• 02/2016 → 09/2025
  Avantax Insurance Agency, Inc.
  Milford, MA
• 01/2019 → 12/2021
  Mark Gilpin Cpa
  Milford, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Milford, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1994-04-14 → 2025-09-05
  Avantax Advisory Services
  Hopedale, MA
  Milford, MA

Other Businesses

1) MARK LEONE, EA, CFS POSITION: Insurance Sales Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/28/1993 ADDRESS: 100 Medway Road, Suite 202, Milford MA 01757, United States DESCRIPTION: Sale of fixed insurance products not including indexed products 2) GILPIN CPA INC POSITION: Share Common Area Office Space NATURE: Pay rent for our locked separate offices. They are not licensed for investment or insurance. They refer investment and insurance business. We refer tax preparation business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 100 Medway Road, Suite 202, Milford MA 01757, United States DESCRIPTION: See above

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-03