AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
ER

Eleanor R. Reid

Some features on this profile are disabled
CRD#: 2642230
ER

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.

Eleanor Rebecca Reid, who also goes by Eleanor Rebecca White, Eleanor White, was a registered financial professional .

Eleanor is a previously registered financial professional and started their career in finance in 1999. Eleanor had worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eleanor Rebecca White | Eleanor White

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.) GIDEON - 7/15/21 - 1411 5TH Street, Suite 306, Santa Monica, CA 90401 - Wealth Manager & Corporate Benefits Advisor, Prospecting and closing, Invt Rel, Insurance business/Wealth Management, 200 hrs/mo; 0 hrs/mo (during trading hours). 2.) PMDG LLC - 5945 Kohler Lane, Raleigh, NC 27616 - Owner & Manager, Locate and purchase products for resale, Not Invt Rel, Import/Export business, 2 hrs/mo; 0 hrs/mo (during trading hours). 3.) THE VIRTUAL REALTY GROUP - 2/28/15 - 5945 Kohler Lane, Raleigh, NC 27616 - Broker, List and sell real estate, Not Invt Rel, Residential real estate sales, 10 hrs/mo; 0 hrs/mo (during trading hours). 4.) REID & CO LLC - 2/8/08 - 5945 Kohler Lane, Raleighl, NC 27616 - Manager, Source, negotiate and complete projects, Not Invt Rel, Management consulting, 20 hrs/mo; 5 hrs/mo (during trading hours). 5.) TLG ADVISORS INC - 7/22/21 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).

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 31, 2022 - August 18, 2023

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Santa Monica, CA
Past

July 22, 2021 - October 25, 2022

TLG ADVISORS, INC.

RIA
CRD#: 111052
Santa Monica, CA
Past

July 22, 2021 - October 25, 2022

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Santa Monica, CA
Past

October 16, 2020 - July 19, 2021

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
Santa Monica, CA
Past

October 2, 2020 - July 19, 2021

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
Santa Monica, CA
Past

April 26, 1999 - September 2, 1999

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY

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
IAR
Series 65
Date: 10/15/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

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 / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157

TRUST BUT VERIFY

Monitor Eleanor Reid

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics