Leslie Dawn Wolford

Employer firm

Dinuzzo Private Wealth, Inc. CRD 112778

$1.18B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Dinuzzo Private Wealth, Inc.

1501 3Rd St., Beaver, PA 15009 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-10-23
MD	RA	APPROVED	2018-10-17
PA	RA	APPROVED	2017-07-18

TX RA
APPROVED

Since 2020-10-23
MD RA
APPROVED

Since 2018-10-17
PA RA
APPROVED

Since 2017-07-18

Branch Locations

Cumberland, MD • United States

1501 3Rd St., Beaver, PA 15009 • 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

Organization	City	State	From	To
Dinuzzo Private Wealth, Inc.	Beaver	PA	06/2016	07/2017
Dinuzzo Private Wealth, Inc.	Beaver	PA	07/2017	Present
Beaconsfield Financial Services Inc.	Canonsburg	PA	05/2025	Present

06/2016 → 07/2017

Dinuzzo Private Wealth, Inc.

Beaver, PA
07/2017 → Present

Dinuzzo Private Wealth, Inc.

Beaver, PA
05/2025 → Present

Beaconsfield Financial Services Inc.

Canonsburg, PA

Other Businesses

DiNuzzo Private Wealth Inc., Investment-related, 1501 3rd Street Beaver PA 15009, Investment Advisory, RIA Vice President, Start Date 05,20.2015, 160 hours/month, 120 hours/month during trading, Financial Planning

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-07-18

S65 Uniform Investment Adviser Law Examination

2017-07-18

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Leslie Dawn Wolford
Leslie Dawn Taylor-Neumann

View on SEC IAPD