KAREN J WINFREY-LEAKE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with SANCTUARY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SANCTUARY ADVISORS, LLC | 2022-12-05 | present | Yes |
| GARY GOLDBERG PLANNING SERVICES | 2017-04-06 | 2022-12-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-05-27 | 2017-04-04 | — |