Garrison P. Leach

G.P. LEACH SECURITIES LLC

Houston, TX

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CRD#: 7301710

Professional summary

Garrison Philip Leach, who also goes by Garrison Leach, is a registered financial advisor currently at G.P. LEACH SECURITIES LLC located in Houston, Texas.

Garrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Garrison has worked at 2 firms and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Garrison Leach

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.

Garrison Leach is Vice President of J.S.McNair Advisors, a family office entity. As a Key Employee (d)(8) and a Family Member (d)(6), he is exempt from registration under the Family Office exemption as laid forth in 17 CFR � 275.202(a)(11)(G)-1. Solely a salary with no commissions are received for this activity. Mr. Leach will not offer clients advice in relation to these outside activities and should a conflict of interest arise, he will mitigate the conflict of interest in the clients favor. Cheldan Capital Management, L.L.C. always acts in the best interest of the client.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrison Philip Leach'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®

None

Experience

Current

March 25, 2021 - Present

G.P. LEACH SECURITIES LLC

RIA

CRD#: 312891

Houston, TX

Past

October 14, 2020 - May 23, 2023

CHELDAN CAPITAL MANAGEMENT, L.L.C.

RIA

CRD#: 292748

DALLAS, TX

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

Texas
(3/25/2021)

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 65

Date: 7/11/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2020

Uniform Securities Agent State Law Examination

Current Firm

G.P. LEACH SECURITIES LLC

CRD#: 312891 / SEC#: 801-122659

RIA

Registered Investment Advisory firm - (7/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/16/2024 Approved)

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).

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Contact information

Main Address

Aledo, TX

Mailing Address

Phone number

(817) 939-9809

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B- LEACH (7/3/2025)

ADV PART 2A- G.P. LEACH SECURITIES LLC (7/3/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 138,000

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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Firm Stability Insights

Garrison P. Leach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrison Philip Leach's CRS (Customer Relationship Summary).

Certified licenses

Experience

G.P. LEACH SECURITIES LLC

CHELDAN CAPITAL MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2020

Series 63

Date: 5/9/2020

Current Firm

G.P. LEACH SECURITIES LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

G.P. LEACH SECURITIES LLC

TRUST BUT VERIFY

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