AdFi
DM

David Michael Greenleaf

Investment Adviser Representative at WIDMANN FINANCIAL SERVICES

Bowie, MDCRD #2370933Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
11 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 11 states
District of ColumbiaFloridaMarylandNew JerseyNew YorkNorth CarolinaPennsylvaniaSouth CarolinaTexasVirginiaWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/17/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/8/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Widmann Financial Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WIDMANN FINANCIAL SERVICESCurrent
7/15/2026Bowie, MD
COMMONWEALTH FINANCIAL NETWORKCurrent
1/22/2002Silver Spring, MD
NEW ENGLAND SECURITIES
9/28/19953/11/2002New York, NY
NEW ENGLAND SECURITIES
8/30/19959/21/1995
COMMONWEALTH EQUITY SERVICES, INC.
5/12/19958/25/1995Waltham, MA
INVESTMENT MANAGEMENT & RESEARCH, INC
11/9/19934/19/1995St. Petersburg, FL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WIDMANN FINANCIAL SERVICES

6 other advisors in the directory

View WIDMANN FINANCIAL SERVICES firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Michael Greenleaf has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Michael Greenleaf - Financial Advisor in Bowie, MD | AdvisorFinder