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Thomas William Leidner

Qp Wealth Management, LLC

Haven, NJ

Boca Raton, FL

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Current Employers
Qp Wealth Management, Llc

2700 N Military Trail Suite 240, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-05-14
  • NJ RA
    APPROVED
    Since 2019-05-14

Branch Locations

Haven, NJ • United States

2700 N Military Trail Suite 240, Boca Raton, FL 33431 • 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
OrganizationCityStateFromTo
Morgan Stanley Shrewsbury NJ 07/2009 05/2019
Qp Wealth Management, Llc Boca Raton FL 05/2019 Present
Purshe Kaplan Sterling Investments Albany NY 05/2019 12/2021
Previous Registrations
  • 2009-08-10 → 2019-05-14
    Shrewsbury, NJ
    Purchase, NY
Other Businesses

1) QP WEALTH MANAGEMENT, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 12 CHRISTOPHER WAY, SUITE 103, EATONTOWN, NJ 07724. RIA. TITLE IS CO-FOUNDER, CO-CIO, PM. STARTED 05/2019. DEVOTED 175 HRS/MO DURING TRADING. DUTIES ARE INVESTMENT ADVISING & PORTFOLIO MANAGEMENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-23
  • S66 Uniform Combined State Law Examination
    2009-07-23
Other Names
  • Thom Leidner
  • Thomas William Leidner
  • Thomas W Leidner Ii
  • Leidner W Thomas
  • Thomas W Leidner
  • Thomas William Leidner
  • Thomas W Leidner

View on SEC IAPD

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