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Leonard Marte

Abundant Advisors, LLC

Huntersville, NC

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Current Employers
Abundant Advisors, Llc

Huntersville, NC • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-10
NC RA APPROVED 2020-11-04
  • PA RA
    APPROVED
    Since 2022-01-10
  • NC RA
    APPROVED
    Since 2020-11-04

Branch Locations

Huntersville, NC • 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
The Vanguard Group, Inc. Malvern PA 07/2009 08/2020
Abundant Advisors, Llc Huntersville NC 08/2020 Present
Smartpath, Inc. Atlanta GA 04/2023 05/2025
  • 07/2009 → 08/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2020 → Present
    Abundant Advisors, Llc
    Huntersville, NC
  • 04/2023 → 05/2025
    Smartpath, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-03-23
  • S63 Uniform Securities Agent State Law Examination
    2017-03-23
Designations
Other Names
  • Leo Marte
  • Leonard Marte Falcon

View on SEC IAPD

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