Constantine Theodore Leonida

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 08/2007 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 06/1998 → 11/2024
  Ctl Financial Group
  Lakewood, CO
• 09/2016 → 01/2017
  Summit Brokerage Services, Inc.
  Lakewood, CO
• 09/2016 → 01/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 01/2017 → 06/2024
  Securities America, Inc.
  Lakewood, CO
• 01/2017 → 06/2024
  Securities America Advisors
  Lakewood, CO
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Lakewood, CO
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Lakewood, CO
• 11/2024 → Present
  Lpl Financial Llc
  Lakewood, CO

Previous Registrations

• 2024-06-14 → 2024-12-20
  Osaic Wealth, Inc.
  Lakewood, CO
• 2017-01-27 → 2024-06-14
  Securities America Advisors, Inc.
  Lakewood, CO
• 2016-09-01 → 2017-02-07
  Summit Financial Group Inc
  Lakewood, CO
• 2003-02-07 → 2016-09-01
  Vsr Financial Services, Inc.
  Lakewood, CO
  Lakewood, CO
  Lakewood, CO
  Overland Park, KS
  Overland Park, KS
• 1999-01-01 → 2003-02-07
  The Masters, Inc.
  Lakewood, CO

Other Businesses

1. 11/08/2024- CTL Financial, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/28/2024 2. 11/08/2024- CTL FINANCIAL LLC- Non-Variable Insurance- Inv Rel- CO 80232- 8 Hrs Per Mnth- 2 Hrs During Trading- Start Date 10/28/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-04-26

Other Names

• C Ted Leonida
• Ted Leonida
• C T Leonida