# LEONARD GERALD SIMON

LEONARD GERALD SIMON is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with KEYSTONE WEALTH ADVISORS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KEYSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/317823) | 2026-01-01 | present | Yes |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2018-04-19 | 2022-04-29 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2014-03-05 | 2017-12-21 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2009-05-21 | 2013-12-17 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2002-12-20 | 2009-05-21 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 1997-12-13 | 2002-11-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/424563)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/424563.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.