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Leonard Barry Meshberg

Blue Square Asset Management, LLC

New York, NY

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Current Employers
Blue Square Asset Management, Llc

17 State Street 40Th Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-12
TX RA APPROVED_RES 2020-10-27
  • NY RA
    APPROVED
    Since 2021-06-12
  • TX RA
    APPROVED_RES
    Since 2020-10-27

Branch Locations

17 State Street 40Th Floor, New York, NY 10004 • 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
Ubs Financial Services, Inc. New York NY 09/2005 11/2017
Raymond James Financial Services, Inc. New York NY 11/2017 11/2018
Raymond James Financial Services Advisors Inc. New York NY 11/2017 11/2018
Blue Square Asset Management, Llc New York NY 11/2018 Present
  • 09/2005 → 11/2017
    Ubs Financial Services, Inc.
    New York, NY
  • 11/2017 → 11/2018
    Raymond James Financial Services, Inc.
    New York, NY
  • 11/2017 → 11/2018
    Raymond James Financial Services Advisors Inc.
    New York, NY
  • 11/2018 → Present
    Blue Square Asset Management, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-09
  • S66 Uniform Combined State Law Examination
    2005-12-09

View on SEC IAPD

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