Christopher A. Leap

LEAP WEALTH MANAGEMENT

DALLAS, TX 75214

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CRD#: 2562058

Professional summary

Christopher Allen Leap, CFP®, who also goes by Chris Leap, is a registered financial advisor currently at LEAP WEALTH MANAGEMENT located in Dallas, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Leap

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.

(1) Leap and Rouquette Commercial Properties, LLC Real Estate investment related 8604 Greenville Avenue, Suite A101, Dallas, TX 75243 Managing Member for property and management entity 10/2007 to Present Approximately five hours a month devoted during trading hours (2) A Member of the Board of a small charity, Bill Rompf Junior Tennis Foundation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Allen Leap's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

December 20, 2018 - Present

LEAP WEALTH MANAGEMENT

Office #1: 6301 Gaston Ave Suite 205, Dallas, TX 75214

RIA

CRD#: 152253

DALLAS, TX

Past

January 5, 2010 - May 24, 2018

LEAP WEALTH MANAGEMENT

RIA

CRD#: 152253

DALLAS, TX

Past

January 4, 1995 - January 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DALLAS, TX

Past

November 17, 1994 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 17, 1994 - January 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

DALLAS, TX

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".

LEAP WEALTH MANAGEMENT

LEAP WEALTH MANAGEMENT | LWEALTH, LLC

CRD#: 152253 / SEC#: 801-112978

RIA

Registered Investment Advisory firm - (4/26/2018 Approved)

Louisiana

Registered Investment Advisory firm - (11/29/2017 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/24/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(12/20/2018)

IAR

Texas
(12/20/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/18/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/14/1994

General Securities Representative Examination

Current Firm

LEAP WEALTH MANAGEMENT

LEAP WEALTH MANAGEMENT | LWEALTH, LLC

CRD#: 152253 / SEC#: 801-112978

RIA

Registered Investment Advisory firm - (4/26/2018 Approved)

Louisiana

Registered Investment Advisory firm - (11/29/2017 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/24/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2018 Terminated)

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Contact information

Main Address

6301 Gaston Ave Suite 205, Dallas, TX 75214

Mailing Address

Phone number

(214) 420-7441

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEAP WEALTH MANAGEMENT WRAP BROCHURE (3/11/2025)

LEAP WEALTH MANAGEMENT ADV PART 2A BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,146
AUM (Assets Under Management)	$ 272,456,881

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/30/2023	Cover Page	Report

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.

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Christopher A. Leap

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Allen Leap's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEAP WEALTH MANAGEMENT

LEAP WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LEAP WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 11/18/1994

Series 7

Date: 11/14/1994

Current Firm

LEAP WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEAP WEALTH MANAGEMENT

TRUST BUT VERIFY

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