Michael Joshua Leibowiz

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2018
  Signator Investors, Inc.
  Staten Island, NY
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Melville, NY

Previous Registrations

• 2008-04-18 → 2011-03-07
  Park Avenue Securities Llc
  New York, NY
  Staten Island, NY
  New York, NY

Other Businesses

1. VICTORY RENTALS LLC POSITION: Director NATURE: Real estate holding company for rentals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2014 ADDRESS: 3920 S Rural Rd, Suite 110, Tempe AZ 85282, United States DESCRIPTION: Paying property taxes and insurance. Making repair decisions. 2. MAGNIFICENT RENTALS LLC POSITION: Director NATURE: Real estate holding company for rental, that's an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/21/2014 ADDRESS: 3920 S Rural Rd, Suite 110, Tempe AZ 85282, United States DESCRIPTION: Paying property taxes and insurance. Making repair decisions. 3. LIGHTHOUSE FINANCIAL NETWORK, LLC - INVESTMENT ADVISOR REPRESENTATIVE POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 12/01/2017 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, MELVILLE NY 11747-5009, United States DESCRIPTION: Investment Advisor Representative with marketing name Lighthouse Financial Network, an independent of Osaic Wealth Inc. 4. Great Phoenix Properties LLC POSITION: DIRECTOR NATURE: RENTAL PROPERTY HOLDING COMPANY AND MANAGEMENT INVESTMENT RELATED: YES NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/21/2016 ADDRESS: 289 ESTATE DRIVE EAST STROUDSBURG PA 18302 DESCRIPTION: Managing and owning just a 3 unit building in Pennsylvania - It had a vacancy for about 6 months, needs a new boiler so there will be under $10,000 compensation. 5. Great Western Property Management LLC POSTION: Officer/Director NATURE: DIRECTOR INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/12/2011 ADDRESS: 289 ESTATE DRIVE EAST STROUDSBURG PA 18302 DESCRIPTION: Paying property taxes, insurance, making decisions. 6. VICTORY TAX POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2011 ADDRESS: 289 estate drive, East Stroudsburg PA 18302, United States DESCRIPTION: Tax preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-22
• S63 Uniform Securities Agent State Law Examination
  1995-06-16

Designations

• Certified Financial Planner