Unclaimed Profile

Dennis Adrian Leonida

CAPITAL FINANCIAL GROUP, INC.·GREENWOOD VILLAGE, Colorado

SIE, Series 6, Series 7, Series 22, Series 63, Series 65ChFCClean record27 years registeredCAPITAL FINANCIAL GROUP, INC.

8400 E. PRENTICE AVE., SUITE 1100, GREENWOOD VILLAGE, CO 80111-2926CRD# 1073431Firm CRD# 111709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Adrian Leonida · GREENWOOD VILLAGE, CO

Registration

CRD #1073431 · CAPITAL FINANCIAL GROUP, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL FINANCIAL GROUP, INC.

CAPITAL FINANCIAL GROUP, INC.

Jan 1999 – Jan 2025

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FINANCIAL GROUP, INC.

CRD 111709 · SEC 801-117272

AUM

$196M

Regulatory assets under management

Employees

656 client accounts

Services offered by CAPITAL FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Dennis Adrian Leonida offer?

Dennis Adrian Leonida specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Dennis Adrian Leonida's credentials?

Dennis Adrian Leonida holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dennis Adrian Leonida located?

Dennis Adrian Leonida is based in GREENWOOD VILLAGE, Colorado, last registered with CAPITAL FINANCIAL GROUP, INC..

How does Dennis Adrian Leonida charge for services?

Dennis Adrian Leonida's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FINANCIAL GROUP, INC.?

CAPITAL FINANCIAL GROUP, INC. has approximately 6 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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