Gary L. Leavitt
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.
Gary Lee Leavitt was a registered financial professional .
Gary is a previously registered financial professional and started their career in finance in 1980. Gary had worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 22, Series 7, Series 39, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 8, 2021 - February 14, 2025
AMERICAN TRUST INVESTMENT SERVICES, INC.
December 7, 2018 - October 22, 2020
MCDERMOTT INVESTMENT SERVICES, LLC
May 22, 2018 - August 28, 2018
MCDERMOTT INVESTMENT SERVICES, LLC
April 28, 2017 - May 29, 2018
INVESTMENT SECURITY CORPORATION
September 22, 2015 - June 21, 2016
INVESTMENT SECURITY CORPORATION
April 20, 2006 - January 5, 2009
BROOKSTONE SECURITIES, INC.
September 10, 2001 - June 3, 2004
OMNI BROKERAGE, INC.
July 18, 2001 - September 6, 2001
AMERIVET SECURITIES, INC.
June 19, 1992 - July 7, 1992
TRIQUEST FINANCIAL, INC.
December 22, 1986 - March 9, 1992
G.L. LEAVITT FINANCIAL GROUP
October 26, 1984 - March 14, 1987
FIRST AFFILIATED SECURITIES, INC.
August 28, 1984 - November 26, 1984
EQUITY-ONE CORPORATION
June 11, 1984 - September 24, 1984
LPL FINANCIAL LLC
July 28, 1982 - May 3, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 18, 1982 - June 29, 1982
LPL FINANCIAL LLC
January 6, 1982 - June 1, 1982
FPI SECURITIES, INC.
July 28, 1980 - October 30, 1981
KIDDER, PEABODY & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMERICAN TRUST INVESTMENT SERVICES, INC.
CRD#: 3001 / SEC#: , 8-14394
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Red Flags
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