Leonard R. Demchak
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Leonard Ray Demchak, CFP®, who also goes by Len Demahak, was a registered financial professional .
Leonard is a previously registered financial professional and started their career in finance in 1986. Leonard had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1991
Experience
April 12, 2018 - March 18, 2022
J.K. FINANCIAL SERVICES, INC.
January 2, 2015 - March 12, 2018
CETERA WEALTH SERVICES, LLC
January 2, 2015 - March 12, 2018
CETERA WEALTH SERVICES, LLC
August 17, 2006 - December 31, 2014
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
July 18, 2006 - December 31, 2014
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
July 27, 2004 - July 11, 2006
CREATIVE FINANCIAL DESIGNS, INC.
October 21, 2003 - July 11, 2006
CFD INVESTMENTS, INC.
January 22, 2003 - October 20, 2003
VERITRUST FINANCIAL, LLC
July 8, 2002 - December 20, 2002
MONY SECURITIES CORPORATION
April 22, 2002 - July 11, 2002
VERITRUST FINANCIAL, LLC
October 27, 1989 - April 22, 2002
ARAGON FINANCIAL SERVICES, INC.
July 26, 1989 - November 6, 1989
VOYA FINANCIAL ADVISORS, INC.
April 7, 1986 - May 25, 1989
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
J.K. FINANCIAL SERVICES, INC.
CRD#: 103728 / SEC#: , 8-52214
Contact information
FINRA licenses (7 States and Territories)
Disclosures
| Regulatory Event | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
