LEO ALAN GOTLEIB is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-03-17 | present | Yes |
| KESTRA ADVISORY SERVICES, LLC | 2016-04-26 | 2023-03-15 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2016-02-17 | 2016-09-22 | — |
| BRIDGE WEALTH ADVISORS | 2012-08-07 | 2017-11-16 | — |
| LPL FINANCIAL LLC | 2011-01-28 | 2015-10-28 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2005-01-03 | 2011-01-28 | — |
| GOTLEIB SALINE RETIREMENT PLANNING, LLC | 2002-08-02 | 2004-12-31 | — |