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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| IL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
417 5Th Ave Suite 205, Indialantic, FL 32903 • United States
Angola, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Sarasota | FL | 01/2025 | Present |
| Lincoln Financial Advisors Corporation | Sarasota | FL | 06/1998 | 01/2025 |
1) MICHAEL J. LEONHARDT 1310 OLD STICKNEY POINT ROAD UNIT 33 SARASOTA, FL 3424 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, FIXED ANNUITY, HEALTH SAVINGS ACCOUNTS, LONG-TERM CARE INSURANCE AND TRADITIONAL INSURANCE. START DATE: 06/04/1994 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) OSAIC FINANCIAL ADVISORS - INSURANCE POSITION: Agent NATURE: Sales of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/04/1994 ADDRESS: 1310 Old Stickney Point Road,, Unit 33, Sarasota FL 34242, United States DESCRIPTION: Help my client purchase insurance products listed in question #5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
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