Robert Alexander Leonard

Current Employers

Employment History

• 06/2014 → 03/2021
  Fidelity Brokerage Services Llc
  Covington, KY
• 04/2021 → 08/2024
  Triad Advisors Llc
  Norcross, GA
• 12/2021 → Present
  Gallagher Fiduciary Advisors, Llc
  Charlotte, NC
• 02/2023 → 03/2023
  F3 Logic, Llc
  Richmond, VA
• 03/2021 → 12/2021
  Self-Employed/Extended Travel
  Covington, KY
• 06/2014 → 03/2021
  Fidelity Investments
  Covington, KY
• 03/2023 → 03/2023
  Independent Financial Group, Llc
  Charlotte, NC
• 08/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2019-04-25 → 2021-03-13
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

1) Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Retirement Plan Consultant Start Date: 12/15/2021 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting 3) FIXED INSURANCE/FIXED ANNUITIES POSITION: Agent NATURE: I would be the Agent of Record on my clients' fixed annuity products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/01/2025 ADDRESS: 4250 Congress St, Suite 200, Charlotte NC 28209, United States DESCRIPTION: Helping existing and future clients open and fund fixed annuities. 4) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Senior Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/15/2021 ADDRESS: 2850 Golf Rd, Rolling Meadows IL 60008, United States DESCRIPTION: Work with clients in developing financial plans, managed accounts, supporting holistic financial plans and goals. Outreach to prospects to bring in as clients. Coach associate financial advisors. 5) GALLAGHER BENEFIT SERVICES POSITION: Agent NATURE: I would be the Agent of Record on my clients' fixed annuity and life insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2026 ADDRESS: 4250 Congress St., Suite 200, Charlotte NC 28209, United States DESCRIPTION: Helping existing and future clients open and fund fixed annuities and purchase life insurance policies.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-12
• S63 Uniform Securities Agent State Law Examination
  2014-07-25

Designations

Other Names

• Rob Alexander Leonard