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Curtis Franklin Leahy

Weild & Co.

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About Curtis Franklin Leahy

Curtis Leahy is a financial advisor at Weild & Co., located in Boulder, Colorado. Curtis has been in the financial services industry since 2000 and has a diverse background in investment banking and securities trading. Curtis has extensive experience working with individual investors, families, and businesses.

Firm Information

Curtis Leahy is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Curtis Leahy’s Registration & Firm History

CO

04/26/2022 - Present

Weild & Co. (BOULDER CO)

NY

03/10/2015 - 04/15/2022

COVA CAPITAL PARTNERS LLC (SYOSSET NY)

NJ

04/17/2013 - 03/11/2015

CIM SECURITIES, LLC (WALL TOWNSHIP NJ)

CA

07/20/2011 - 09/13/2011

CYGNI SECURITIES, LLC (COSTA MESA CA)

CA

06/28/2005 - 08/15/2011

ANTAEUS CAPITAL, INC. (LOS ANGELES CA)

CA

07/17/2002 - 12/31/2006

GRANT BETTINGEN, INC. (NEWPORT BEACH CA)

CA

08/16/2000 - 06/14/2002

WESTPARK CAPITAL, INC. (LOS ANGELES CA)

TX

05/04/2000 - 05/16/2000

PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)

TX

04/21/1999 - 06/25/1999

RICHMARK CAPITAL CORPORATION (IRVING TX)

CA

06/19/1998 - 03/10/1999

MERIDIAN CAPITAL GROUP, INC. (SAN FRANCISCO CA)

CA

03/17/1998 - 05/20/1998

WALDRON & CO., INC. (IRVINE CA)

CA

09/22/1997 - 03/15/1998

MERIDIAN CAPITAL GROUP, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 10 public disclosures for Curtis Franklin Leahy. Review regulatory record here.
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