David Michael Greenleaf

Employer firm

Widmann Financial Services CRD 289106

$467M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

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

Current Employers

Widmann Financial Services

4321 Northview Drive, Bowie, MD 20716 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-07-15

MD RA
APPROVED

Since 2026-07-15

Branch Locations

4321 Northview Drive, Bowie, MD 20716 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2002-01-22

MD RA
APPROVED

Since 2002-01-22

Branch Locations

Silver Spring, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	01/2002	Present
Widmann Financial Services	Gaithersburg	MD	05/2018	Present
Target Investment Services, Inc	Gaithersburg	MD	01/2002	06/2018

01/2002 → Present

Commonwealth Financial Network

Waltham, MA
05/2018 → Present

Widmann Financial Services

Gaithersburg, MD
01/2002 → 06/2018

Target Investment Services, Inc

Gaithersburg, MD

Other Businesses

1. Fixed insurance sales, as of 09/1995, approximately 20% time spent during securities trading hours per month, conducted at branch location, investment related. 2. Swim Coach, Montgomery Swim Club; Located at 1201 Jackson Rd, Silver Spring, MD 20902, as of 12/18/2023; % of time spent during business hours; Not conducted at branch location; No investment related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-02-17

S63 Uniform Securities Agent State Law Examination

1994-02-17

View on SEC IAPD