James C. Leo is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with LEO WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LEO WEALTH MANAGEMENT, LLC | 2025-11-07 | present | Yes |
| OSAIC ADVISORY SERVICES, LLC | 2024-10-15 | 2025-12-02 | — |
| OSAIC WEALTH, INC. | 2024-10-11 | 2024-10-11 | — |
| AMERICAN PORTFOLIOS ADVISORS, INC | 2022-11-17 | 2024-10-11 | — |
| LPL FINANCIAL LLC | 2022-11-08 | 2022-12-08 | — |
| AMERICAN PORTFOLIOS ADVISORS, INC | 2015-05-18 | 2022-11-08 | — |
| LPL FINANCIAL LLC | 2014-05-09 | 2015-05-06 | — |