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DL

Donald M. Leonard

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CRD#: 735329
DL

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.

Donald Marron Leonard was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1979. Donald had worked at 9 firms and has passed the Series 63, Series 7, Series 000 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

May 1, 1996 - August 31, 2007

LEONARD & COMPANY

BD
CRD#: 36527
TROY, MI
Past

September 20, 1994 - March 1, 1996

SAPERSTON FINANCIAL INC.

BD
CRD#: 27863
BUFFALO, NY
Past

March 16, 1993 - September 29, 1994

G.R. STUART & COMPANY, INC.

BD
CRD#: 29101
MAYNARD, MA
Past

March 4, 1991 - March 16, 1993

FINANCIAL SECURITIES NETWORK,INC.

BD
CRD#: 16153
Past

February 9, 1990 - March 7, 1991

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

November 7, 1984 - January 24, 1990

ASHTON YOUNG, INC.

BD
CRD#: 2827
BLOOMFIELD HILLS, MI
Past

September 28, 1982 - August 30, 1984

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

September 24, 1981 - October 12, 1982

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

July 23, 1979 - September 3, 1981

SMITH, HAGUE & CO., INCORPORATED

BD
CRD#: 777

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: 1/19/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 000
Date: 4/11/1968
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


L&
LEONARD & COMPANY
CAMBRIDGE CAPITAL MANAGEMENT, INC. | WEALTH LINK, A DIVISION OF LEONARD & COMPANY | THE MANN GROUP, A DVISION OF LEONARD & COMPANY | THE MANN GROUP, A DIVISION OF LEONARD & COMPANY | THE AGBAY GROUP, A DIVISION OF LEONARD & COMPANY | STRATEGIC ASSET ADVISORS, A DIVISION OF LEONARD & COMPANY | QUARTON PARTNERS, A DIVISION OF LEONARD & COMPANY | PLUMMER MCINERNEY GROUP WEALTH MANAGEMENT, A DIVISION OF LEONARD & COMPANY | LEONARD FINANCIAL CORPORATION | LEONARD CAPITAL MARKETS, A DIVISION OF LEONARD & COMPANY | LEONARD ASSET MANAGEMENT, A DIVISION OF LEONARD & COMPANY | LEONARD AND COMPANY | LEONARD & COMPANY | GREAT LAKES BAY FINANCIAL, A DIVISION OF LEONARD & COMPANY | DARVIN ASSET MANAGEMENT, A DIVISION OF LEONARD & COMPANY | CCM FINANCIAL CORPORATION

CRD#: 36527 / SEC#: 801-60035, 8-47298

BD
Terminated by SEC on 09/18/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 10/18/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LEONARD & COMPANY (3/29/2012)

Direct owners and executive officers


NamePositionCRD#
LEONARD-FRENCH HOLDINGS, INC.OWNER
FRENCH, DAINFORTH BAKER JRPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER2406891
WEBER, DAVID KEITHCHIEF FINANCIAL OFFICER/FIN OP4797454

Disclosures


Regulatory Event13
Arbitration2

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


LEONARD & COMPANY

CRD#: 36527

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