Leslie B. Heath
Professional summary
Leslie Beth Heath, who also goes by Leslie Beth Heath Gaylord, Leslie Heath Gaylord, Leslie Beth Heathgaylord, is a registered financial advisor currently at S.B. VALUE PARTNERS, L.P. located in San Antonio, Texas.
Leslie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Leslie has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 52TO, Series 72, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leslie Beth Heath's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2020 - Present
S.B. VALUE PARTNERS, L.P.
Office #1: 1903 San Pedro Avenue, San Antonio, TX 78212January 9, 2019 - November 15, 2022
SECUREVEST FINANCIAL GROUP
October 30, 2014 - August 10, 2018
SECUREVEST FINANCIAL GROUP
October 15, 2012 - November 13, 2014
INVESTMENT PROFESSIONALS, INC.
July 31, 2000 - October 11, 2012
TRI-STAR FINANCIAL
February 6, 1998 - July 26, 2000
SPIRES FINANCIAL, L.P.
February 21, 1997 - April 10, 1997
CANTELLA & CO., INC.
March 25, 1996 - October 8, 1996
MEYERS POLLOCK ROBBINS, INC.
August 1, 1995 - March 15, 1996
CANTELLA & CO., INC.
January 10, 1989 - August 4, 1995
GSC SECURITIES, INC.
January 3, 1989 - August 4, 1995
GOVERNMENT SECURITIES CORPORATION
September 17, 1987 - November 28, 1988
SCHAEFER SECURITIES, INC.
Primary Firm SEC Registration
S.B. VALUE PARTNERS, L.P.
CRD#: 139162 / SEC#: 801-66139
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2020)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 72
Date: 1/2/2023
Government Securities Representative ExaminationCurrent Firm
S.B. VALUE PARTNERS, L.P.
CRD#: 139162 / SEC#: 801-66139
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 5,003,057,444 |
Red Flags
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