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Dean Michael Leonakis

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-03
  • OH RA
    APPROVED
    Since 2025-06-03

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Lincoln Financial Advisors Orange Village OH 06/1998 01/2025
Osaic Wealth, Inc. Orange Village OH 01/2025 06/2025
Equitable Advisors, Llc New York NY 06/2025 Present
Previous Registrations
  • 2025-01-24 → 2025-06-05
    Osaic Wealth, Inc.
    Orange Village, OH
  • 2000-01-01 → 2025-01-24
    Osaic Fa, Inc.
    Solon, OH
    Orange Village, OH
    Solon, OH
Other Businesses

1. Independent Agent - Outside Fixed Insurance Sales.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-12-20
  • S63 Uniform Securities Agent State Law Examination
    1991-12-20

View on SEC IAPD

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EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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