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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

KEVIN JAMES LEBLANC

Advisor at ARETE WEALTH ADVISORS, LLC

Knoxville, TN

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Search this name across graphsid dfx:ria:36bed06a-7273-9299-cab7-008538351444

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARETE WEALTH ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 4, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Feb 4, 1992
First registration: Aug 30, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1744123

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Mar 31, 2023	n/a	yes	Knoxville, TN	Current employment
CENTER STREET ADVISORS, INC.	Former SEC adviser	Jun 2, 2017	Jun 22, 2023	no	Knoxville, TN\|NASHVILLE, TN\|NAPLES, FL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Mar 20, 2017	Jun 5, 2017	no	KNOXVILLE, TN	Previous registration
USADVISORS WEALTH MANAGEMENT, LLC	Independent wealth	Nov 6, 2014	Mar 21, 2017	no	KNOXVILLE, TN	Previous registration
USADVISORS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 24, 2012	Dec 5, 2012	no	KNOXVILLE, TN	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Aug 1, 2011	Nov 10, 2014	no	KNOXVILLE, TN	Previous registration
LEGACY TAX AND FINANCIAL PLANNING, LLC	n/a	Jul 23, 2009	Nov 16, 2011	no	KNOXVILLE, TN	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 7, 2009	Aug 26, 2011	no	KNOXVILLE, TN	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 24, 2004	Jan 5, 2009	no	KNOXVILLE, TN	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Aug 30, 2002	Nov 16, 2004	no	KNOXVILLE, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CENTER STREET ADVISORS, INC.	ARETE WEALTH ADVISORS, LLC	Jun 22, 2023	Mar 31, 2023	-83	Firm change after gap	RIA to ibd
SECURITIES AMERICA ADVISORS, INC.	CENTER STREET ADVISORS, INC.	Jun 5, 2017	Jun 2, 2017	-3	Firm change	Other
USADVISORS WEALTH MANAGEMENT, LLC	SECURITIES AMERICA ADVISORS, INC.	Mar 21, 2017	Mar 20, 2017	-1	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	USADVISORS WEALTH MANAGEMENT, LLC	Nov 10, 2014	Jan 24, 2012	-1,021	Firm change after gap	Other
LEGACY TAX AND FINANCIAL PLANNING, LLC	SECURITIES AMERICA ADVISORS, INC.	Nov 16, 2011	Aug 1, 2011	-107	Firm change after gap	Other
WOODBURY FINANCIAL SERVICES, INC.	LEGACY TAX AND FINANCIAL PLANNING, LLC	Aug 26, 2011	Jul 23, 2009	-764	Firm change after gap	Other
SECURIAN FINANCIAL SERVICES, INC.	WOODBURY FINANCIAL SERVICES, INC.	Jan 5, 2009	Jan 7, 2009	2	Firm change	Other
SIGNATOR INVESTORS, INC.	SECURIAN FINANCIAL SERVICES, INC.	Nov 16, 2004	Nov 24, 2004	8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169329:145488:FL:2023-06-22	Jun 22, 2023	Mar 31, 2023	NAPLES, FL	Firm change after gap
110518:169329:TN:2017-06-05	Jun 5, 2017	Jun 2, 2017	KNOXVILLE, TN	Firm change
158108:110518:TN:2017-03-21	Mar 21, 2017	Mar 20, 2017	KNOXVILLE, TN	Firm change

Relationships

Registered with (8)

→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Mar 31, 2023 to presentfactForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Jun 2, 2017 to Jun 22, 2023factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Mar 20, 2017 to Jun 5, 2017factForm ADV
→ USADVISORS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 6, 2014 to Mar 21, 2017factForm ADV
→ LEGACY TAX AND FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Jul 23, 2009 to Nov 16, 2011factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 7, 2009 to Aug 26, 2011factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 24, 2004 to Jan 5, 2009factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Aug 30, 2002 to Nov 16, 2004factForm ADV

Dated events

Occurred
Jun 22, 2023
Advisor changed firm
Kevin James Leblanc left Center Street Advisors, Inc. for Arete Wealth Advisors, Llc (registered 2023-03-31)
Form ADVobserved 6 days ago