# Richard Bartholomew Leake

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FALCON WEALTH PLANNING, INC.](https://search.stillhousedata.com/firm/174092) | 2025-07-15 | present | Yes |
| [VANTAGE POINT FINANCIAL LLC](https://search.stillhousedata.com/firm/305016) | 2025-04-04 | 2025-06-05 | — |
| [CADENCE PLANNING, LLC](https://search.stillhousedata.com/firm/319663) | 2024-08-19 | 2025-03-26 | — |
| [SULLIVAN MERMEL, INC.](https://search.stillhousedata.com/firm/146266) | 2023-04-06 | 2024-01-02 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-04-20 | 2017-11-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2240386)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2240386.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.