# LEO ALAN GOTLEIB

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-03-17 | present | Yes |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2016-04-26 | 2023-03-15 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2016-02-17 | 2016-09-22 | — |
| [BRIDGE WEALTH ADVISORS](https://search.stillhousedata.com/firm/164465) | 2012-08-07 | 2017-11-16 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-01-28 | 2015-10-28 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2005-01-03 | 2011-01-28 | — |
| [GOTLEIB SALINE RETIREMENT PLANNING, LLC](https://search.stillhousedata.com/firm/116996) | 2002-08-02 | 2004-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1162753)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1162753.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.