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LK

Leonard W. Kingsley

1STTO50TH LLC
KAILUA, HI 96734
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CRD#: 2919715
LK

Professional summary


Leonard Wong Ling Howe Kingsley, AIF®, CFP®, who also goes by Leonard Kingsley, Len Wang, Lenny Wang, Leon Wang, Leonard Lin Hower Wang, is a registered financial advisor currently at 1STTO50TH LLC located in Kailua, Hawaii.

Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Leonard has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 52, Series 7, Series 3, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Leonard Kingsley | Len Wang | Lenny Wang | Leon Wang | Leonard Lin Hower Wang

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
United American Investments, LLC Real Estate Ownership, not investment related, 1 hour every quarter 9 East Main Street, Moorestown, NJ 08057 passive owner 12/2022 - present

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Leonard Wong Ling Howe Kingsley's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

August 22, 2024 - Present

1STTO50TH LLC

Office #1: 74 Kihapai Street, Kailua, HI 96734
RIA
CRD#: 328769
KAILUA, HI
Past

February 8, 2019 - July 25, 2019

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
MOORESTOWN, NJ
Past

April 10, 2017 - November 17, 2017

FSC SECURITIES CORPORATION

BD
CRD#: 7461
COLLINGSWOOD, NJ
Past

April 7, 2017 - November 17, 2017

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
COLLINGSWOOD, NJ
Past

April 24, 2015 - March 21, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Greenville, DE
Past

April 22, 2015 - March 21, 2017

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Greenville, DE
Past

May 11, 2004 - November 11, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WILMINGTON, DE
Past

May 4, 2004 - November 11, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 28, 2000 - June 17, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 10, 1999 - November 10, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 9, 1997 - February 17, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Hawaii
(8/22/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2015
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/14/1997
National Commodity Futures Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


1L
1STTO50TH LLC
1ST TO 50TH, LLC | TWO COMETS, LLC | KINGSLEY FAMILY OFFICE LIMITED LIABILITY COMPANY | 1STTO50TH LLC

CRD#: 328769 / SEC#:

Hawaii
Registered Investment Advisory firm - (6/14/2024 Approved)
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Contact information


Main Address
74 Kihapai Street, Kailua, HI 96734
Mailing Address
74 Kihapai Street, Kailua, HI 96734
Phone number
(302) 463-9385
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 251,851

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.

Company Information


1STTO50TH LLC

CRD#: 328769Kailua, HI 96734

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