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DAVID MICHAEL LEONE
DAVID M LEONE
CRD#: 5737854
IA
Investment Adviser
B
Broker
FOREFRONTCRD#: 308521 Blackwood, NJ
CALTON & ASSOCIATES, INC.CRD#: 20999 Blackwood, NJ
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2024 - Present (<1 year)BPACIFIC SELECT DISTRIBUTORS, LLC (CRD# 4452)2019 - 2022 (3 years)BSAMMONS FINANCIAL NETWORK, LLC (CRD# 158538)2018 - 2019 (1 year)BJACKSON NATIONAL LIFE DISTRIBU... (CRD# 40178)2014 - 2018 (4 years)IAHALPERN FINANCIAL, INC. (CRD# 108822)2023 - 2024 (<1 year)
License(s)

State Registrations

B
New Jersey 9/5/2024

B
Pennsylvania 9/5/2024

IA
New Jersey 10/10/2024

IA
Virginia 8/27/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
CALTON & ASSOCIATES, INC. (CRD#:20999)
Blackwood, NJ
Registered with this firm since 9/4/2024

IA
FOREFRONT (CRD#:308521)
Blackwood, NJ
Registered with this firm since 8/27/2024

Previous Registration(s)
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IA
12/20/2023 - 08/22/2024 HALPERN FINANCIAL, INC. (CRD#:108822) ASHBURN, VA
B
07/15/2019 - 09/19/2022 PACIFIC SELECT DISTRIBUTORS, LLC (CRD#:4452) NEWPORT BEACH, CA
B
05/29/2018 - 06/24/2019 SAMMONS FINANCIAL NETWORK, LLC (CRD#:158538) WEST DES MOINES, IA
B
05/23/2014 - 05/16/2018 JACKSON NATIONAL LIFE DISTRIBUTORS LLC (CRD#:40178) DENVER, CO
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B
Broker
IA
Investment Adviser
Disclosures
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