Richard Bartholomew Leake is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with FALCON WEALTH PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| FALCON WEALTH PLANNING, INC. | 2025-07-15 | present | Yes |
| VANTAGE POINT FINANCIAL LLC | 2025-04-04 | 2025-06-05 | — |
| CADENCE PLANNING, LLC | 2024-08-19 | 2025-03-26 | — |
| SULLIVAN MERMEL, INC. | 2023-04-06 | 2024-01-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-04-20 | 2017-11-02 | — |