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Liam A Leonard

Morgan Stanley

Norwell, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-19
NJ RA APPROVED 2024-07-17
CT RA APPROVED 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-19
  • NJ RA
    APPROVED
    Since 2024-07-17
  • CT RA
    APPROVED
    Since 2024-07-15

Branch Locations

141 Longwater Drive Suite 102, Norwell, MA 02061 • 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
Morgan Stanley Norwell MA 07/2023 Present
Sundaes The Ice Cream Place Point Pleasant NJ 03/2018 01/2021
East Coast Valet Boca Raton FL 03/2021 12/2021
The General Contractors Design Group Boca Raton FL 10/2021 05/2023
Kohrs Frozen Custard Point Pleasant NJ 05/2017 12/2017
Unemployed Brick NJ 06/2016 04/2017
Rubin Wealth Advisors Boca Raton FL 06/2022 08/2022
Smart Blonde, Llc Malvern PA 02/2017 01/2023
  • 07/2023 → Present
    Morgan Stanley
    Norwell, MA
  • 03/2018 → 01/2021
    Sundaes The Ice Cream Place
    Point Pleasant, NJ
  • 03/2021 → 12/2021
    East Coast Valet
    Boca Raton, FL
  • 10/2021 → 05/2023
    The General Contractors Design Group
    Boca Raton, FL
  • 05/2017 → 12/2017
    Kohrs Frozen Custard
    Point Pleasant, NJ
  • 06/2016 → 04/2017
    Unemployed
    Brick, NJ
  • 06/2022 → 08/2022
    Rubin Wealth Advisors
    Boca Raton, FL
  • 02/2017 → 01/2023
    Smart Blonde, Llc
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-15
  • S66 Uniform Combined State Law Examination
    2024-07-15

View on SEC IAPD

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Other Offices

ESSENTIAL ASSET MANAGEMENT, LLC · NORWELL, MA
BAY COLONY ADVISORS · NORWELL, MA
FLAGSHIP HARBOR ADVISORS, LLC · NORWELL, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Norwell, MA
LPL FINANCIAL LLC · NORWELL, MA
GORMAN FINANCIAL MANAGEMENT · NORWELL, MA
DIVERSIFIED FINANCIAL MANAGEMENT · NORWELL, MA
RBC CAPITAL MARKETS, LLC · NORWELL, MA

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