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RIA / WealthAdvisor38 years in industry

TODD EDWARD LEAKE

Advisor at ADVISORY SERVICES NETWORK

Seymour, TX | ATLANTA, GA

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Search this name across graphsid dfx:ria:83dc2fe0-a7fc-7b6f-04fd-692929e237a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 27, 1999 to Sep 15, 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: ADVISORY SERVICES NETWORK
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 29, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 29, 1988
First registration: Jul 27, 1999
Dual registered: no
IAPD individual key: 1829281

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
ADVISORY SERVICES NETWORK	Independent wealth	Jan 11, 2019	n/a	yes	ATLANTA, GA\|Seymour, TX	Current employment
SUMMIT WEALTH STRATEGIES	Former SEC adviser	Jan 2, 2019	Jan 7, 2019	no	Lubbock, TX	Previous registration
PILLAR CAPITAL MANAGEMENT, LLC	n/a	Nov 13, 2009	Jul 24, 2012	no	DALLAS, TX\|LUBBOCK, TX\|DALLAS, TX	Previous registration
PROSPERA FINANCIAL SERVICES, INC.	Bd affiliated wealth	Jun 9, 2005	Dec 31, 2018	no	LUBBOCK, TX\|DALLAS, TX\|LUBBOCK, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 14, 2003	May 17, 2005	no	LUBBOCK, TX	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 27, 1999	Dec 20, 2002	no	DENVER, CO	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
SUMMIT WEALTH STRATEGIES	ADVISORY SERVICES NETWORK	Jan 7, 2019	Jan 11, 2019	4	Firm change	RIA to RIA
PROSPERA FINANCIAL SERVICES, INC.	PILLAR CAPITAL MANAGEMENT, LLC	Dec 31, 2018	Nov 13, 2009	-3,335	Firm change after gap	Other
PILLAR CAPITAL MANAGEMENT, LLC	SUMMIT WEALTH STRATEGIES	Jul 24, 2012	Jan 2, 2019	2,353	Firm change after gap	Other
LPL FINANCIAL LLC	PROSPERA FINANCIAL SERVICES, INC.	May 17, 2005	Jun 9, 2005	23	Firm change	Other
MORGAN STANLEY DW INC.	LPL FINANCIAL LLC	Dec 20, 2002	Jan 14, 2003	25	Firm change	Other

Relationships

Registered with (6)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Jan 11, 2019 to presentfactForm ADV
→ SUMMIT WEALTH STRATEGIESRegistered adviserregistration: previous registration
Jan 2, 2019 to Jan 7, 2019factForm ADV
→ PROSPERA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 9, 2005 to Dec 31, 2018factForm ADV
→ PILLAR CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 13, 2009 to Jul 24, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 14, 2003 to May 17, 2005factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 27, 1999 to Dec 20, 2002factForm ADV

Dated events

No dated event names this entity yet.