Adam Leone is a registered investment advisor, based in Wesley Chapel, FL, with 2 years of industry experience.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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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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Adam works as a plumber for Leone Plumbing & Heating Inc., a family-owned business, since May 2018. This takes about half of his time and does not occur during securities trading hours.
Employment History
Current Registrations
Aag Capital, INC
February 2024 - Present · 2 yrs 2 mos
Aag Capital, INCBroker
February 2024 - Present · 2 yrs 2 mos
Accurate Wealth Management, LLC
September 2023 - Present · 2 yrs 7 mos
State Registrations5 states
CAFLINMSUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.