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WL

William M. Leonard

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CRD#: 3007449
WL

Professional summary


William Mccabe Leonard was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

William Mccabe Leonard, who also goes by Bill Leonard, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1999. William had worked at 12 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Leonard

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

March 28, 2018 - April 9, 2019

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

October 1, 2015 - December 15, 2017

BMA SECURITIES, LLC

BD
CRD#: 108219
EL SEGUNDO, CA
Past

November 18, 2014 - October 9, 2015

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

September 3, 2014 - November 4, 2014

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
ALTAMONTE SPRINGS, FL
Past

June 4, 2010 - November 4, 2014

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

May 11, 2010 - May 20, 2010

SCOTTSDALE CAPITAL ADVISORS CORP

BD
CRD#: 118786
ALTAMONTE SPRINGS,, FL
Past

January 29, 2009 - March 23, 2010

FINANCE 500, INC.

BD
CRD#: 12981
LAKE MARY, FL
Past

January 16, 2008 - December 18, 2008

THOMAS ANTHONY & ASSOCIATES , INC.

BD
CRD#: 142090
WINTER PARK, FL
Past

August 17, 2007 - February 19, 2008

WESTMINSTER SECURITIES CORPORATION

BD
CRD#: 6105
MERRITT ISLAND, FL
Past

January 19, 2007 - June 1, 2007

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

November 3, 2003 - February 5, 2007

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

July 20, 1999 - October 14, 2003

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

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: 10/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/13/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


JD
J.H. DARBIE & CO., INC.
J.H. DARBIE & CO., INC. | J.H. DARBIE ADVISORY

CRD#: 43520 / SEC#: , 8-50335

Arizona
Registered Investment Advisory firm - SEC (7/3/2024 Approved)
New Jersey
Registered Investment Advisory firm - SEC (1/7/2008 Approved)
New York
Registered Investment Advisory firm - SEC (1/7/2008 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
48 Wall St., Suite 1206. Suite 1206, New York, NY 10005
Mailing Address
48 Wall St., Suite 1206. C/o Robert Rabinowitz, New York, NY 10005
Phone number
(212) 269-7271
Established
New York since 06/03/1997
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
5

FINRA licenses (46 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
RABINOWITZ, ROBERT YPRES, GSP2821450
ANDERSON, ERIK JASONCHIEF COMPLIANCE OFFICER2686661
MATSIS, MICHAEL AAMLCO1455158
NAVEED, HASNAINFINOP, POO, PFO7004810
0

Disclosures


Regulatory Event10
Civil Event1
Arbitration1

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


J.H. DARBIE & CO., INC.

CRD#: 43520

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