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Richard D. Leonhardt

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CRD#: 4154543
RL

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.

Richard Daniel Leonhardt, who also goes by Richard D. Leonhardt, Rick Leonhardt, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 2000. Richard had worked at 6 firms and has passed the Series 65, Series 63, Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard D. Leonhardt | Rick Leonhardt

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 12, 2013 - July 20, 2016

6L ASSET MANAGEMENT, LLC

RIA
CRD#: 167074
QUINCY, CA
Past

October 10, 2012 - March 6, 2013

SCOTTRADE, INC.

BD
CRD#: 8206
RENO, NV
Past

February 29, 2012 - October 5, 2012

BRIGHT TRADING, LLC

BD
CRD#: 34702
HENDERSON, NV
Past

April 1, 2008 - December 22, 2010

BRIGHT TRADING, LLC

BD
CRD#: 34702
HENDERSON, NV
Past

May 10, 2004 - December 31, 2005

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
PORTOLA, CA
Past

January 14, 2004 - December 31, 2005

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
PORTOLA, CA
Past

March 21, 2003 - January 9, 2004

BRECEK & YOUNG ADVISORS, INC.

RIA
CRD#: 40395
QUINCY, CA
Past

March 3, 2003 - January 9, 2004

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

November 8, 2000 - March 4, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
REDDING, CA
Past

May 8, 2000 - March 4, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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: 4/10/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 6/15/2000
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


6A
6L ASSET MANAGEMENT, LLC
6L ASSET MANAGEMENT, LLC

CRD#: 167074 / SEC#:

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Contact information


Main Address
Quincy, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


6L ASSET MANAGEMENT, LLC

CRD#: 167074

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