Julie Leinenbach is a CFA-designated registered investment advisor, based in Lake Mary, FL, with 21 years of industry experience.
Location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie owns a non-investment related rental property in Maitland, FL. This activity requires minimal time during trading hours.
Employment History
Current Registrations
Ascensus Broker Dealer Services, LLC
August 2023 - Present · 2 yrs 8 mos
Ascensus Broker Dealer Services, LLCBroker
August 2023 - Present · 2 yrs 8 mos
Newport Group Consulting, LLC
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Newport Group Securities, INC.Broker
December 2013 - August 2023 · 9 yrs 8 mos
Newport Group Securities, INC.
March 2005 - December 2017 · 12 yrs 9 mos
State Registrations1 state
FL
Advisor
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Exams
No exam information available for this advisor.