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Kyle Adam Leonard

Semmax Financial Advisors, Inc.

Winston-Salem, NC

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Current Employers
Semmax Financial Advisors, Inc.

1447 Trade Mart Blvd, Winston-Salem, NC 27127 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-07-20
  • NC RA
    APPROVED
    Since 2023-07-20

Branch Locations

1447 Trade Mart Blvd, Winston-Salem, NC 27127 • 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
Lincoln Financial Greensboro NC 03/2015 11/2018
Fund Direct Advisors Greensboro NC 11/2018 05/2021
Intercarolina Financial Services, Inc. Greensboro NC 11/2018 05/2021
Fund Direct Advisors Greensboro NC 11/2018 05/2021
Unemployed Mount Airy NC 06/2021 07/2021
Cuso Financial Services, Lp San Diego CA 08/2021 07/2023
Truliant Federal Credit Union Clemmons NC 08/2021 07/2023
Semmax Financial Advisors Winston Salem NC 07/2023 Present
  • 03/2015 → 11/2018
    Lincoln Financial
    Greensboro, NC
  • 11/2018 → 05/2021
    Fund Direct Advisors
    Greensboro, NC
  • 11/2018 → 05/2021
    Intercarolina Financial Services, Inc.
    Greensboro, NC
  • 11/2018 → 05/2021
    Fund Direct Advisors
    Greensboro, NC
  • 06/2021 → 07/2021
    Unemployed
    Mount Airy, NC
  • 08/2021 → 07/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2021 → 07/2023
    Truliant Federal Credit Union
    Clemmons, NC
  • 07/2023 → Present
    Semmax Financial Advisors
    Winston Salem, NC
Previous Registrations
Other Businesses

1. NAME OF THE OTHER BUSINESS:City of Mr. Airy, NC Mayor's OfficeNature of Business : INVESTMENT- RELATED:NoFinancial Institution ADDRESS OF THE OTHER BUSINESS:Mt. Airy, NC 27030Insurance YOUR POSITION OR TITLE:Committee MemberInvestment related NATURE OF THE OTHER BUSINESS:VolunteerPrivate Business START DATE:2/1/2021Trust APPROXIMATE NUMBER OF HOURS/MONTH:1Volunteer APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 Other BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Attending meetings as needed COMPENSATION :No 2. NAME OF THE OTHER BUSINESS:Mt. Airy City SchoolsNature of Business : INVESTMENT- RELATED:NoFinancial Institution ADDRESS OF THE OTHER BUSINESS:Mt. Airy, NC 27030Insurance YOUR POSITION OR TITLE:Board MemberInvestment related NATURE OF THE OTHER BUSINESS:VolunteerPrivate Business START DATE:1/1/2018Trust APPROXIMATE NUMBER OF HOURS/MONTH:6Volunteer APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 Other BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:School Board Member COMPENSATION :No

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-22
  • S66 Uniform Combined State Law Examination
    2019-01-22
Designations
Other Names
  • Kyle Adam Leonard
  • Kyle Leonard

View on SEC IAPD

Other Firms

SALEM INVESTMENT COUNSELORS INC
JT STRATFORD, LLC
DARDA FINANCIAL
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
PARK AVENUE SECURITIES LLC
VIRTUE CAPITAL MANAGEMENT, LLC

Other Investors

DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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