David Michael Leone

Current Employers

Forefront

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-10-10
VA	RA	APPROVED	2024-08-27

NJ RA
APPROVED

Since 2024-10-10
VA RA
APPROVED

Since 2024-08-27

Branch Locations

Blackwood, NJ • United States

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • 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
Jackson National Life Distributors Llc	Franklin	TN	04/2014	05/2018
Sammons Financial Network	West Des Moines	IA	05/2018	06/2019
Sammons Retirement Solutions	West Des Moines	IA	05/2018	06/2019
Pacific Life Insurance Company	Newport Beach	CA	07/2019	09/2022
Pacific Select Distributors, Llc	Newport Beach	CA	07/2019	09/2022
Halpern Financial, Inc.	Ashburn	VA	10/2022	08/2024
Forefront	Austin	TX	08/2024	Present
Calton & Associates, Inc.	Tampa	FL	09/2024	Present

04/2014 → 05/2018

Jackson National Life Distributors Llc

Franklin, TN
05/2018 → 06/2019

Sammons Financial Network

West Des Moines, IA
05/2018 → 06/2019

Sammons Retirement Solutions

West Des Moines, IA
07/2019 → 09/2022

Pacific Life Insurance Company

Newport Beach, CA
07/2019 → 09/2022

Pacific Select Distributors, Llc

Newport Beach, CA
10/2022 → 08/2024

Halpern Financial, Inc.

Ashburn, VA
08/2024 → Present

Forefront

Austin, TX
09/2024 → Present

Calton & Associates, Inc.

Tampa, FL

Previous Registrations

2023-12-20 → 2024-08-22

Halpern Financial, Inc.

Ashburn, VA

Rockville, MD

Other Businesses

1) Leone & Company Wealth Management; Investment related; 646 Glen Ct, Blackwood, NJ 08012; DBA for wealth management business through Forefront Advisor Network; Owner/Sole Proprietor; Start date: 9/1/2024; Hours/month: 160; Hours/month during securities trading hours: 130; I am the owner of Leone & Company Wealth Management. We do comprehensive financial planning. 2) Forefront Wealth Partners; Investment related; 7500 Rialto Blvd, Bldg 1 Ste. 250, Austin, TX 78735; IAR; Start date: 9/1/2024; Hours/month 160; Hours/month during securities trading hours: 130; My DBA clears through Forefront Wealth Partners.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-06-13

S63 Uniform Securities Agent State Law Examination

2014-06-13

Designations

Other Names

David M Leone

View on SEC IAPD