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Sean Leonard

Wells Fargo Advisors Financial Network, LLC

Needham, MA

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-02-15
  • RI RA
    APPROVED
    Since 2024-02-15

Branch Locations

197 First Avenue Suite 160, Needham, MA 02494 • 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
Wells Fargo Advisors Financial Network, Llc Needham MA 05/2023 Present
Wells Fargo Advisors Financial Network, Llc Needham MA 05/2022 09/2022
Assumption University Worcester MA 09/2019 05/2023
Consigli Construction Milford MA 05/2021 09/2021
Franklin High School Franklin MA 09/2015 06/2019
Kelly's Landscaping Inc. Franklin MA 05/2020 09/2020
Partnership Employment Worcester MA 01/2022 03/2022
  • 05/2023 → Present
    Wells Fargo Advisors Financial Network, Llc
    Needham, MA
  • 05/2022 → 09/2022
    Wells Fargo Advisors Financial Network, Llc
    Needham, MA
  • 09/2019 → 05/2023
    Assumption University
    Worcester, MA
  • 05/2021 → 09/2021
    Consigli Construction
    Milford, MA
  • 09/2015 → 06/2019
    Franklin High School
    Franklin, MA
  • 05/2020 → 09/2020
    Kelly's Landscaping Inc.
    Franklin, MA
  • 01/2022 → 03/2022
    Partnership Employment
    Worcester, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-15
  • S66 Uniform Combined State Law Examination
    2024-02-15

View on SEC IAPD

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PARK AVENUE SECURITIES LLC
M HOLDINGS SECURITIES, INC.
INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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