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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-07 |
Branch Locations
201 Rock Lititz Blvd Suite 54-Lfg, Lititz, PA 17543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Lancaster | PA | 11/2016 | 11/2019 |
| Mml Investors Services | Lancaster | PA | 02/2018 | 11/2019 |
| X-Cabrini Run Llc | East Earl | PA | 08/2017 | 01/2018 |
| Aeropostale | Lancaster | PA | 10/2015 | 11/2016 |
| Chili's | Lancaster | PA | 07/2018 | 11/2018 |
| American Portfolios Financial Services, Inc. | Lancaster | PA | 11/2019 | 02/2023 |
| Ambassador Advisors, Llc | Lancaster | PA | 01/2020 | 02/2023 |
| Silver Oak Securities | Jackson | TN | 03/2023 | Present |
1). Leon Insurance Group,Is Not Investment Related,935 Dale Dr, , Lititz, PA, 17543, United States,Life Insurance & Fixed Annuity Sales,Insurance Broker,2023-02-28,160 hours per month,160 hours per month during trading hours,Commission Compensation,Assist clients in finding the best insurance product to fit their needs. 2) Leon Financial Group,Is Investment Related,"201 Rock Lititz Blvd, Suite 54-LFG, Lititz, PA, 17543, United States",Financial Services,Owner,8/3/2024,180 hours per month,160 hours per month during trading hours,Fee Based Compensation,DBA for new business where 1099 income will be flowing through. 3) Leon Financial Group,Is Not Investment Related,"935 Dale Dr, , Lititz, PA, 17543, United States",Health Insurance,Medicare Agent,11/4/2024,40 hours per month,20 hours per month during trading hours,Commission Compensation,Assist prospects and clients in completing Medicare decisions and enrollments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-06 |
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