Thomas William Leidner

Employer firm

Qp Wealth Management, LLC CRD 301071

$405M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
CONSULTING

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

Current Employers

Qp Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

07/2009 → 05/2019

Morgan Stanley

Shrewsbury, NJ
05/2019 → Present

Qp Wealth Management, Llc

Boca Raton, FL
05/2019 → 12/2021

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2009-08-10 → 2019-05-14

Morgan Stanley

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

Code	Exam	Date
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

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