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Curtis F. Leahy

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CRD#: 2940547
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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.

Curtis Franklin Leahy was a registered financial professional .

Curtis is a previously registered financial professional and started their career in finance in 1997. Curtis had worked at 11 firms and has passed the Series 63, Series 79TO, Series 82TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

April 26, 2022 - April 11, 2025

WEILD & CO.

BD
CRD#: 132398
BOULDER, CO
Past

March 10, 2015 - April 15, 2022

COVA CAPITAL PARTNERS LLC

BD
CRD#: 109761
SYOSSET, NY
Past

April 17, 2013 - March 11, 2015

CIM SECURITIES, LLC

BD
CRD#: 120852
PALMER, AK
Past

July 20, 2011 - September 13, 2011

CYGNI SECURITIES, LLC

BD
CRD#: 42926
COSTA MESA, CA
Past

June 28, 2005 - August 15, 2011

ANTAEUS CAPITAL, INC.

BD
CRD#: 627
LOS ANGELES, CA
Past

July 17, 2002 - December 31, 2006

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEWPORT BEACH, CA
Past

August 16, 2000 - June 14, 2002

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

May 4, 2000 - May 16, 2000

FORTA FINANCIAL GROUP, INC.

BD
CRD#: 28784
AUSTIN, TX
Past

April 21, 1999 - June 25, 1999

RICHMARK CAPITAL CORPORATION

BD
CRD#: 43162
IRVING, TX
Past

June 19, 1998 - March 10, 1999

E*OFFERING

BD
CRD#: 36717
SAN FRANCISCO, CA
Past

March 17, 1998 - May 20, 1998

WALDRON & CO., INC.

BD
CRD#: 868
IRVINE, CA
Past

September 22, 1997 - March 15, 1998

E*OFFERING

BD
CRD#: 36717
SAN FRANCISCO, CA

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: 9/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


W&
WEILD & CO.
CMA PARTNERS, LLC | WEILD CAPITAL, LLC | WEILD & CO., LLC | WEILD & CO. | THE NATIONAL RESEARCH STANDARD, INC. | THE NATIONAL RESEARCH STANDARD | THE NATIONAL RESEARCH EXCHANGE | ISSUWORKS CAPITAL, LLC

CRD#: 132398 / SEC#: , 8-66593

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
777 29th Street Suite 402, Boulder, CO 80303
Mailing Address
777 29th Street Suite 402, Boulder, CO 80303
Phone number
(303) 223-9621
Established
New York since 10/22/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# 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#
WEILD & CO., INC.SOLE MEMBER
ONESTO, RICHARD ERNESTFINOP2453096
WEILD, DAVID IVMEMBER, CHAIRMAN AND CEO1336395
WEILD, DAVID IVCHIEF COMPLIANCE OFFICER, AML PRINCIPAL1336395

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


WEILD & CO.

CRD#: 132398

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