Aaron F. Leatherwood

CENTERPIECE WEALTH ADVISOR

Greenwood Village, CO 80111

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CRD#: 6290648

Professional summary

Aaron Franklin Leatherwood, CFP®, who also goes by Aaron F Leatherwood, Aaron Leatherwood, is a registered financial advisor currently at CENTERPIECE WEALTH ADVISOR located in Greenwood Village, Colorado.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Aaron has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron F Leatherwood | Aaron Leatherwood

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. Adjunct Professor at College for Financial Planning, deliver online lectures, start date 2/24/2014, 9000 E Nichols Ave, Suite 200, Centennial, CO 80112, not investment related, less than 20 hours/month, non during securities trading hours. 2. Serving on the board of Spark the Change Colorado, a non-profit that serves elderly community members, those with mental illness, and other non-profits. Volunteer position. Not investment related. 1-2 hours per week spent on this activity during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Franklin Leatherwood's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

February 22, 2021 - Present

CENTERPIECE WEALTH ADVISOR

Office #1: 6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111

RIA

CRD#: 296956

Greenwood Village, CO

Past

May 23, 2019 - February 18, 2021

DESTINY CAPITAL CORPORATION

RIA

CRD#: 111196

GOLDEN, CO

Past

May 23, 2019 - February 18, 2021

DESTINY CAPITAL SECURITIES CORPORATION

CRD#: 107942

GOLDEN, CO

Past

September 29, 2015 - June 6, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

September 22, 2015 - June 6, 2019

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

LONE TREE, CO

Past

April 20, 2015 - September 23, 2015

FWM LEGACY, LLC

RIA

CRD#: 144344

LONE TREE, CO

Past

February 5, 2014 - March 25, 2015

COMPREHENSIVE PERSONAL FINANCIAL ADVISORS

RIA

CRD#: 118192

LONE TREE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTERPIECE WEALTH ADVISOR

CENTERPIECE WEALTH ADVISOR | CENTERPIECE WEALTH ADVISOR L.L.C.

CRD#: 296956 / SEC#: 801-129631

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Colorado

Registered Investment Advisory firm - (3/27/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/25/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/22/2021)

IAR

Texas
(6/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/19/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/2015

General Securities Representative Examination

Current Firm

CENTERPIECE WEALTH ADVISOR

CENTERPIECE WEALTH ADVISOR | CENTERPIECE WEALTH ADVISOR L.L.C.

CRD#: 296956 / SEC#: 801-129631

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Colorado

Registered Investment Advisory firm - (3/27/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/25/2024 Terminated)

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Contact information

Main Address

6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111

Mailing Address

Phone number

(720) 296-5495

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTERPIECE FIRM BROCHURE PART 2A BAER LEATHERWOOD 2B (2/5/2025)

CENTERPIECE WRAP FEE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 129,754,698

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.

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Advisor Monitoring

Firm Stability Insights

Aaron F. Leatherwood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Franklin Leatherwood's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESTINY CAPITAL CORPORATION

DESTINY CAPITAL SECURITIES CORPORATION

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

FWM LEGACY, LLC

COMPREHENSIVE PERSONAL FINANCIAL ADVISORS

Primary Firm SEC Registration

CENTERPIECE WEALTH ADVISOR

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/29/2015

Current Firm

CENTERPIECE WEALTH ADVISOR

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTERPIECE WEALTH ADVISOR

TRUST BUT VERIFY

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