Anthony J. Leonard
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.
Anthony Joseph Leonard, who also goes by Anthony J Leonard, Tony Leonard, was a registered financial professional .
Anthony is a previously registered financial professional and started their career in finance in 1993. Anthony had worked at 14 firms and has passed the Series 63, Series 65, SIE 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
Experience
February 24, 2021 - December 20, 2022
F3LOGIC, LLC
January 8, 2018 - January 16, 2019
USI ADVISORS
January 8, 2018 - January 16, 2019
USI SECURITIES, INC.
October 17, 2013 - December 21, 2017
ONEAMERICA SECURITIES, INC.
October 10, 2013 - December 21, 2017
ONEAMERICA SECURITIES, INC.
August 7, 2013 - August 26, 2013
GLOBALT INVESTMENTS
January 5, 2012 - August 6, 2013
GLOBALT INC
November 27, 2007 - February 19, 2008
STANCORP INVESTMENT ADVISERS, INC.
April 18, 2007 - February 19, 2008
STANCORP EQUITIES, INC.
October 2, 2006 - January 30, 2007
LINCOLN FINANCIAL DISTRIBUTORS, INC.
September 25, 2003 - December 21, 2005
MFS FUND DISTRIBUTORS, INC.
February 21, 2001 - October 7, 2003
NYLIFE DISTRIBUTORS LLC
October 1, 1998 - January 8, 2000
SEI INVESTMENTS DISTRIBUTION CO.
December 4, 1995 - April 15, 1998
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
January 4, 1994 - November 1, 1995
SEI INVESTMENTS DISTRIBUTION CO.
June 3, 1993 - October 12, 1993
NEW ENGLAND SECURITIES
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
F3LOGIC, LLC
CRD#: 289863 / SEC#: 801-111836
Contact information
Regulatory assets under management
| Total Number of Accounts | 4,092 |
| AUM (Assets Under Management) | $ 842,940,022 |
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.
