Lawrence Nelson Leitch

Current Employers

Employment History

• 04/2005 → Present
  Lpl Financial, Llc
  Towson, MD
• 12/2016 → Present
  Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc)
  Towson, MD

Previous Registrations

• 1998-02-01 → 2005-04-04
  Park Avenue Securities Llc
  Towson, MD

Other Businesses

1.11/12/2007:Guardian Life--Investment Related--At Reported Business Location(s)--Non-Variable Insurance--Time Spent 5%--Placing individual life, disability and long term care insurance with Guardian Life. LPL does not offer this carrier via any of its available insurance platforms. License with them is as a broker. 2.6/27/2008:John Hancock Life Ins Co--Investment Related--At Reported Business Location(s)--Non-Variable Insurance--Time Spent 1%--Offering LTC insurance through John Hancock via a general agency in Philadelphia as a broker. 3.1/16/2009:Genworth Financial--Investment Related--At Reported Business Location(s)--Non-Variable Insurance--Time Spent 1%--Acting as broker for group benefits that are not available through any LPL relationships. 4. 3/9/2010:Crump Life Insurance Services, Inc.--Investment Related--At Reported Business Location(s)--Non-Variable Insurance--Time Spent 1%--Act as a broker is selling non-variable fixed insurance through Crump Life Insurance Inc. 5. 3/1/2011:Prudential Insurance Co of America--Investment Related--At Reported Business Location(s)--Non-Variable Insurance--Time Spent 1%--Writing long-term care insurance through a direct non-LPL provider. 6.2/26/2020:SFG Wealth Management, LLC--Investment Related--At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)--Start Date: 03/01/2020--160 Hours Per Month During Securities Trading. 7.3/4/2020:SFG Wealth Management, LLC--Investment Related--At Reported Business Location(s)--Registered Investment Advisor Hybrid--IAR--Start Date: 03/01/2020--160 Hours Per Month During Securities Trading--I provide investment advisory services through SFG Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address,the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8.3/4/2020:SFG Wealth Management, LLC--DBA:SFG Wealth Management--Investment Related--At Reported Business Location(s)--IAR--Start Date: 03/01/2020--160 Hours Per Month During Securities Trading. 9. 12/11/2023 - Franklin Financial Group, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/31/2023 - 1 Hour Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-10
• S63 Uniform Securities Agent State Law Examination
  1987-06-02

Designations

Other Names

• Larry Leitch