Benjamin Moshe Leshem

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Deerfield, IL
• 11/2016 → 06/2019
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
• 06/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Highland Park, IL

Previous Registrations

• 2007-02-02 → 2019-06-05
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
  Highland Park, IL
• 1999-03-08 → 2007-02-06
  Morgan Stanley Dw Inc.
  Riverwoods, IL
  Riverwoods, IL

Other Businesses

TRUSTEE FOR FRIEND'S IRR TRUST, INVESTMENT RELATED, CHICAGO IL, START 2009. TRUSTEE FOR 4 SONS' 2015 GIFT TRUST; INV RELATED; HIGHLAND PARK, IL; START 1/8/2016; 1 HR/MO; 1 HR DURING TRADING. HLM CAPITAL LLC, INVT RELATED, HIGHLAND PARK, IL, 37.5% OWNERSHIP, START 6/10/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, TRANSITION TO FINET PRACTICE JBDD CORP, INV RELATED, HIGHLAND PARK, IL, 100% OWNERSHIP, START 5/9/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.; TRUSTEE FOR HLM CAPITAL LLC 401K/PSP, INV RELATED, HIGHLAND PARK, IL, START 6/1/2019, 2 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K/PSP.; CO-TRUSTEE FOR HLM CAPITAL CASH BALANCE PLAN DBP, INV RELATED, HIGHLAND PARK, IL, START 1/1/2020, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR FRIENDS 2007 MNGMT TRUST, INV RELATED, HIGHLAND PARK, IL, START 12/1/2007, LESS THAN 5 HRS/MONTH, LESS THAN 5 HRS DURING TRADING. NORTH SUBURBAN SYNAGOGUE BETH EL, INV RELATED, HIGHLAND PARK, IL, ENDOWMENT COMMITTEE MEMBER, START 8/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, REVEWING PERFORMANCE OF THE INVESTMENT MANAGER VS. INVESTMENT POLICY STATEMENT. TRUSTEE FOR SPOUSE; INV RELATED; HIGHLAND PARK, IL; START: 6/23/2023; 1 HOUR A MONTH; 1 HOUR DURING TRADING. JUSTSHIR LP - TRUSTEE; INV RELATED; HIGHLAND PARK ,IL; LIMITED PARTNERSHIP;0.01% OWNERSHIP; START DATE: 12/14/2007; 1 HRS PER MONTH; 1 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-10
• S63 Uniform Securities Agent State Law Examination
  1996-05-25

Other Names

• Ben Leshem