Michael Leonard

Ascensus Investment Advisors, LLC

Claim This Profile

Current Employers

Ascensus Investment Advisors, Llc

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-10

MA RA
APPROVED

Since 2025-07-10

Branch Locations

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Folsom, CA • 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
Paychex Securities Corp	South San Francisco	CA	05/2014	08/2019
Paychex, Inc	South San Francisco	CA	05/2014	08/2019
Adp Broker Dealer Inc	Pleasanton	CA	08/2019	01/2023
Adp Llc	Pleasanton	CA	08/2019	01/2023
Nationwide Investment Services Corporation	Columbus	OH	01/2023	05/2025
Ascensus	Dresher	PA	05/2025	Present

05/2014 → 08/2019

Paychex Securities Corp

South San Francisco, CA
05/2014 → 08/2019

Paychex, Inc

South San Francisco, CA
08/2019 → 01/2023

Adp Broker Dealer Inc

Pleasanton, CA
08/2019 → 01/2023

Adp Llc

Pleasanton, CA
01/2023 → 05/2025

Nationwide Investment Services Corporation

Columbus, OH
05/2025 → Present

Ascensus

Dresher, PA

Previous Registrations

2023-02-23 → 2025-05-28

Nationwide Investment Advisors, Llc

Columbus, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-22
S63	Uniform Securities Agent State Law Examination	2014-08-02

S65 Uniform Investment Adviser Law Examination

2023-02-22
S63 Uniform Securities Agent State Law Examination

2014-08-02

Other Names

Michael Leonard
Michael Francis Leonard

View on SEC IAPD

More in Needham, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor