Joseph Cain Leonard

Current Employers

Employment History

• 10/2014 → 04/2018
  Retirement Wealth Advisors
  Jenison, MI
• 10/1995 → Present
  J. Cain Leonard Dba Leonard Insurance Solutions
  Lincolnton, NC
• 07/2007 → 12/2019
  Trustee Of Two Trusts
  Lincolnton, NC
• 01/2017 → 02/2018
  Foundation For Financial Education
  Rockville, MD
• 04/2018 → 02/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2014 → 04/2018
  Formula Folio Investments
  Grand Rapids, MI
• 02/2020 → Present
  Leonard Wealth Management, Llc
  Lincolnton, NC

Previous Registrations

• 2018-04-06 → 2021-02-16
  Ae Wealth Management, Llc
  Lincolnton, NC
• 2014-10-21 → 2018-04-09
  Brookstone Wealth Advisors, Llc
  Lincolnton, NC
  Wheaton, IL
• 2014-10-21 → 2018-04-09
  Brookstone Asset Management, Llc
  Lincolnton, NC
• 2013-12-06 → 2014-10-14
  Resource Horizons Investment Advisory, Inc.
  Lincolnton, NC
• 2001-12-31 → 2013-12-09
  Lpl Financial Llc
  Lincolnton, NC

Other Businesses

(1) COMMERCIAL PROPERTY MANAGEMENT; INVESTMENT RELATED; 713/715 SOUTH CEDAR ST, LINCOLNTON, NC 28092 AND 1412 EAST MAIN ST, LINCOLNTON, NC 28092; COMMERCIAL PROPERTY RENTALS; OWNER; 01/1994; 6; 6; (2) PROPERTY OWNER, LINCONLTON, NC;USES A PROPERTY MANAGER TO TAKE CARE OF DAY TO DAY DUTIES. (3) CAIN LEONARD TRUMPET STUDIO; NOT INVESTMENT RELATED; 215 KENNEDY DR, LINCOLNTON, NC 28092; TRUMPET LESSONS AND PERFORMANCES; OWNER; 03/2018; 8; 0; PROVIDES TRUMPET LESSONS AND PERFORMANCES AT EVENTS. (4)J CAIN LEONARD DBA LEONARD INSURANCE SOLUTIONS; INVESTMENT RELATED; SOLE PROPRIETOR; 312 EAST MAIN ST. LINCOLTON, NC 28092;OWNER;10/1995;80;0;INSURANCE SALES

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-04-30

Other Names

• Cain Leonard
• Cain Leonard
• J. Cain Leonard
• Joseph Cain Leonard