DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Todd Edward Leake
Feed of 09/15/2026
At current firm
7 y
since Jan 11, 2019
In the industry
38 y
since Jun 29, 1988 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Services Network independent RIA currentsince Jan 11, 2019 · Atlanta, Ga
- Summit Wealth Strategies formerJan 2, 2019 to Jan 7, 2019 · Lubbock, Tx
- Pillar Capital Management, LLC unclassifiedNov 13, 2009 to Jul 24, 2012 · Dallas, Tx
- Prospera Financial Services, Inc. BD affiliatedJun 9, 2005 to Dec 31, 2018 · Lubbock, Tx
- LPL Financial LLC BD affiliatedJan 14, 2003 to May 17, 2005 · Lubbock, Tx
- Morgan Stanley Dw Inc. unclassifiedJul 27, 1999 to Dec 20, 2002 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Summit Wealth Strategies to Advisory Services Networkleft Jan 7, 2019, registered Jan 11, 2019 (4 days) · RIA to RIA
- Prospera Financial Services, Inc. to Pillar Capital Management, LLCleft Dec 31, 2018, registered Nov 13, 2009 (-3335 days) · Other
- Pillar Capital Management, LLC to Summit Wealth Strategiesleft Jul 24, 2012, registered Jan 2, 2019 (2353 days) · Other
- LPL Financial LLC to Prospera Financial Services, Inc.left May 17, 2005, registered Jun 9, 2005 (23 days) · Other
- Morgan Stanley Dw Inc. to LPL Financial LLCleft Dec 20, 2002, registered Jan 14, 2003 (25 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address