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HT

Harley A. Thompson

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CRD#: 2308494
HT

Professional summary


Harley Alyn Thompson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Harley is a previously registered financial professional and started their career in finance in 1993. Prior to being barred, Harley had worked at 6 firms, which includes LEIGH BALDWIN & CO. LLC, RIDGEWAY & CONGER INC., CETERA ADVISORS LLC, MORGAN STANLEY DW INC., FLAGSHIP SECURITIES INC., EDWARD JONES.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harley Allyn Thompson | Harley Thompson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 5, 2006 - June 20, 2012

LEIGH BALDWIN & CO., LLC

BD
CRD#: 38751
FULTON, NY
Past

July 14, 2006 - October 25, 2006

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
NEW WOODSTOCK, NY
Past

March 7, 2001 - July 27, 2006

CETERA ADVISORS LLC

BD
CRD#: 10299
FULTON, NY
Past

April 3, 1996 - March 6, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 18, 1996 - March 25, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

July 12, 1993 - March 28, 1996

FLAGSHIP SECURITIES, INC.

BD
CRD#: 7123
SYRACUSE, NY
Past

January 18, 1993 - June 14, 1993

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LB
LEIGH BALDWIN & CO., LLC
DOLLAR INVESTMENT CLUB ("DINC") | SWAN SECURITIES, L.L.C. | LEIGH BALDWIN ADVISORY | LEIGH BALDWIN & CO., LLC

CRD#: 38751 / SEC#: 801-69290, 8-48385

RIA
Registered Investment Advisory firm - SEC (6/24/2008 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LB
LEIGH BALDWIN & CO., LLC
DOLLAR INVESTMENT CLUB ("DINC") | SWAN SECURITIES, L.L.C. | LEIGH BALDWIN ADVISORY | LEIGH BALDWIN & CO., LLC

CRD#: 38751 / SEC#: 801-69290, 8-48385

RIA
Registered Investment Advisory firm - SEC (6/24/2008 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
112 Albany Street, Cazenovia, NY 13035
Mailing Address
112 Albany Street, Cazenovia, NY 13035-0660
Phone number
(315) 655-2964
Established
Delaware since 01/31/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
18

SEC notice filing (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV PART 2A 3.2025 (3/31/2025)

Direct owners and executive officers


NamePositionCRD#
BALDWIN, LEIGH DOUGLASPRESIDENT / OWNER / MANAGING MEMBER/ CFO1895333
LEIGH BALDWIN & CO., INC.OWNER
DOROZYNSKI, STEFANIE LEECHIEF COMPLIANCE OFFICER4899201

Regulatory assets under management


Total Number of Accounts756
AUM (Assets Under Management)$ 285,522,208

Disclosures


Regulatory Event4
Arbitration1
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEIGH BALDWIN & CO., LLC

CRD#: 38751

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