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Mark Anthony Zelenika

Leslie Global Wealth, LLC

Itasca, IL

CRD 6385107

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Employer firm

Leslie Global Wealth, LLC CRD 128202

$447M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Leslie Global Wealth, Llc

500 Park Blvd Suite 1440, Itasca, IL 60143 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-02-13
  • IL RA
    APPROVED
    Since 2018-02-13

Branch Locations

500 Park Blvd Suite 1440, Itasca, IL 60143 • 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
Lpl Chicago IL 08/2014 Present
Leslie Global Wealth, Llc Chicago IL 08/2014 Present
Leslie Global Wealth, Llc Chicago IL 02/2018 Present
Leslie Global Wealth, Llc Chicago IL 01/2026 Present
Other Businesses

1. 01/13/2015-LESLIE GOLABL WEALTH, LLC/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/100%/221 N. LASALLE STREET, SUITE 2020, CHICAGO, IL 60601 2. 11/06/2015 * LESLIE GLOBAL WEALTH, LLC * Registered Investment Advisor DBA * (Hybrid) Capital Programs Advisory Company * inv rel * at reported business location(s) * start 10/15/15 * 130 hrs/mo during secs trdg hrs. 3. 11/06/2015 * LESLIE GLOBAL WEALTH, LLC * Registered Investment Advisor DBA * (Hybrid) LESLIE GLOBAL WEALTH, LLC * inv rel * at reported business location(s) * start 08/10/14 * 130 hrs/mo during secs trdg hrs. 4. 8/20/2018 - Fieldwork - Investment Related - 205 N. Michigan Avenue, Suite 3912 Chicago, IL 60601 - Other-Research Survey - Start Date:08/20/2018 - 2 Hours Per Month/0 Hours During Trading - Research Surveys.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-13
  • S66 Uniform Combined State Law Examination
    2015-05-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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