Sourcing
Firms
People
Sources
Dileonardo, Guilian
C
15
IAR CRD 6340775
·
Industry start 2022-05-20
Identity
Legal name
Dileonardo, Guilian
schedule a
CRD
6340775
NPN
—
Career
Previous employments
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
2017-09-13
brokercheck
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
2022-05-20
brokercheck
Est. age
26
brokercheck
Age confidence
—
Est. birth year
2000
brokercheck
BC active
No
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
No
Firm affiliations
2
WHALEN CAPITAL, INC.
IAR
CRD 130016
LIBERTY ONE WEALTH ADVISORS
IAR · Direct Owner · 37.5% ownership
CRD 315675