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Timothy F. Leahy

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CRD#: 2434162
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Francis Leahy, who also goes by Tim Leahy, was a registered financial advisor .

Timothy is a previously registered financial advisor and started their career in finance in 1993. Timothy had worked at 11 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Leahy

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

September 16, 2009 - July 8, 2011

RESOURCIVE CAPITAL, LLC

BD
CRD#: 145504
POWAY, CA
Past

November 18, 2003 - April 16, 2009

OMNI BROKERAGE, INC.

BD
CRD#: 16878
SAN DIEGO, CA
Past

August 18, 2003 - June 21, 2009

COLLABORATIVE WEALTH STRATEGIES GROUP, INC.

RIA
CRD#: 127114
SAN DIEGO, CA
Past

August 6, 2003 - October 9, 2003

TROVENA, LLC.

RIA
CRD#: 120232
SAN DIEGO, CA
Past

January 2, 2001 - November 6, 2003

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE
Past

July 13, 1999 - December 31, 2000

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

February 4, 1999 - March 11, 1999

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA
Past

August 13, 1996 - May 14, 1998

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

March 15, 1996 - August 15, 1996

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

June 7, 1995 - March 6, 1996

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

December 23, 1993 - June 6, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 23, 1993 - June 6, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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: 12/10/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RC
RESOURCIVE CAPITAL, LLC
BRICKYARD FINANCIAL, LLC | ZWIRN FINANCIAL SERVICES, LLC | RESOURCIVE CAPITAL, LLC

CRD#: 145504 / SEC#: , 8-67730

BD
Terminated by SEC on 08/01/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/19/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WASATCH HOLDINGS LLCPARENT
GARDNER, DANIEL ACFO & FINOP5437622
LEAHY, TIMOTHY FRANCISPRESIDENT, CCO2434162

Disclosures


Regulatory Event3

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


RESOURCIVE CAPITAL, LLC

CRD#: 145504

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