Leo Alan Gotleib

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-10-09
NJ	RA	APPROVED	2023-03-17

FL RA
APPROVED

Since 2023-10-09
NJ RA
APPROVED

Since 2023-03-17

Branch Locations

Delray Beach, FL • United States

Mount Laurel, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bridge Wealth Advisors	Mt. Laurel	NJ	12/2004	10/2017
Gotleib And Associates, Llc	Mount Laurel	NJ	10/1989	Present
Kestra Advisory Services, Llc	Mt Laurel	NJ	04/2016	03/2023
Kestra Investment Services, Llc	Mt Laurel	NJ	02/2016	03/2023
Lpl Financial	Delray Beach	FL	03/2023	Present

12/2004 → 10/2017

Bridge Wealth Advisors

Mt. Laurel, NJ
10/1989 → Present

Gotleib And Associates, Llc

Mount Laurel, NJ
04/2016 → 03/2023

Kestra Advisory Services, Llc

Mt Laurel, NJ
02/2016 → 03/2023

Kestra Investment Services, Llc

Mt Laurel, NJ
03/2023 → Present

Lpl Financial

Delray Beach, FL

Previous Registrations

2016-04-26 → 2023-03-15

Kestra Advisory Services, Llc

Mount Laurel, NJ
2012-08-07 → 2017-11-16

Bridge Wealth Advisors

Mount Laurel, NJ
2016-02-17 → 2016-09-22

Kestra Investment Services, Llc

Mt. Laurel, NJ

Austin, TX
2011-01-28 → 2015-10-28

Lpl Financial Llc

Voorhees, NJ

San Diego, CA

Marlton, NJ

Parsippany, NJ

Toms River, NJ

Mount Laurel, NJ
2005-01-03 → 2011-01-28

Securities America Advisors, Inc.

Cherry Hill, NJ
2002-08-02 → 2004-12-31

Gotleib Saline Retirement Planning, Llc

Cherry Hill, NJ

Other Businesses

1) 02/2023 - Gotleib & Associates, LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 02/2023 - Saxby Gotleib, LLC - Fitness Facitlities - Non-inv. Related - Northfiled, NJ - Co-owner - Start Date 11/01/2021 - 0hrs/month 3) 06/28/2023 - Leo A. Gotleib - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 11/01/1989 - 0 Hours Per Month/ During Securities Trading 4) 02/04/2025-WOLF Fitness Northfield-Business Owner- Not INV Related- At Northfiled, NJ - Start date 11/01/2024- 10 Hours Per Month 5) 02/04/2025- Wolf Fitness Gyms- Business Owner- Not INV Related- At Fort Lauderdale, FL- Start date 11/01/2024 6) 02/04/2025- Got Gym llc- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Brigantine, NJ- Start date 05/01/2024- 2 Hours Per Month 7) 02/04/2025- NeoNugenix- Business Owner- Not INV Related- At Brigantine, NJ- Start date 10/01/2024 8) 02/04/2025- Live Fierce Supplements- Business Owner- Not INV Related- At Fort Lauderdale, FL- Start date 11/01/2024-

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-02-13

S63 Uniform Securities Agent State Law Examination

1986-02-13

Designations

View on SEC IAPD