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HL

Harvey G. Leason

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CRD#: 304713
HL

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.

Harvey Glen Leason, who also goes by Glen Harvey Leason, was a registered financial professional .

Harvey is a previously registered financial professional and started their career in finance in 1970. Harvey had worked at 11 firms and has passed the Series 63 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Glen Harvey Leason

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

December 21, 1987 - August 9, 2006

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

January 31, 1986 - December 9, 1987

LA JOLLA HOLDINGS, INC.

BD
CRD#: 16527
Past

November 27, 1984 - February 4, 1986

LA JOLLA SECURITIES, INC.

BD
CRD#: 8182
Past

June 8, 1984 - October 9, 1984

ROONEY, PACE INC.

BD
CRD#: 6218
Past

May 24, 1982 - August 13, 1984

MEYERS SECURITIES CORPORATION

BD
CRD#: 7183
Past

August 17, 1977 - April 5, 1982

WEDBUSH SECURITIES INC.

BD
CRD#: 877
Past

November 17, 1976 - September 23, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

February 17, 1976 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

November 11, 1974 - February 27, 1976

LOEB RHOADES & CO

BD
CRD#: 1000007
Past

November 5, 1973 - July 13, 1974

ROBERTS, SCOTT & CO., INC.

BD
CRD#: 720
Past

May 25, 1970 - December 17, 1973

LEASON & CO., INC.

BD
CRD#: 2530

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: 7/24/1984
Uniform Securities Agent State Law Examination

Current Firm


TP
TORREY PINES SECURITIES, INC.
AMERICAN INDEPENDENT MARKETING | TORREY PINES SECURITIES, INC. | ECONOVEST PROPERTIES, INC.

CRD#: 17120 / SEC#: , 8-35004

BD
Cancelled by SEC on 06/19/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/28/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
2000 WORTH H. BAGLEY JR. REV TRUST DTD 6/1/2000TRUST
SHEA, PETER WILLIAMSHAREHOLDER420778
SMITH, JACK CLARK JRSHAREHOLDER427869
BAGLEY, WORTH HARRINGTON JRCEO, FINOP, CCO, AMLCO1296995

Disclosures


Regulatory Event13
Arbitration5

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


TORREY PINES SECURITIES, INC.

CRD#: 17120

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