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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-03 |
Branch Locations
10 Northwest Avenue Suite 222, Tallmadge, OH 44278 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. M. Leonardi & Associates | Tallmadge | OH | 01/1985 | Present |
| Strategic Capital Advisors, Inc. | Akron | OH | 02/2002 | Present |
| Fsc Securities Corporation | Tallmadge | OH | 02/2009 | 11/2023 |
| Osaic Wealth, Inc. | Tallmadge | OH | 11/2023 | Present |
1. STRATEGIC CAPITAL ADVISORS, INC. POSITION: President/CEO NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 10 Northwest Avenue, Suite 222, Tallmadge OH 44278, United States DESCRIPTION: Insurance Sales, including Life, Health and Fixed Annuities 2. STRATEGIC CAPITAL ADVISORS, INC. POSITION: President/CEO NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2001 ADDRESS: 10 Northwest Avenue Suite 222 Tallmadge, OH, Suite 222, Tallmadge OH 44278, United States DESCRIPTION: Asset Allocation, Portfolio Monitoring, Financial Planning, Consulting, 401k 3. T M LEONARDI, CFP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 11/01/1981 ADDRESS: 10 Northwest Ave., Suite 222, Tallmadge OH 44278, United States DESCRIPTION: Fixed Insurance and Annuity Sales, Health Insurance Sales. 4. THOMAS M. LEONARDI POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 DESCRIPTION: Commercial/Residential rental property ownership
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-07 |
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