Best Investors Account Sign in
Inactive

Lisa Renae Leatherman

Wellfull

Harleysville, PA

Chalfont, PA

Claim This Profile
Current Employers
Wellfull

272 Ruth Road, Harleysville, PA 19438 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-04-02
  • PA RA
    APPROVED
    Since 2021-04-02

Branch Locations

272 Ruth Road, Harleysville, PA 19438 • United States

1300 Horizon Drive Suite 106, Chalfont, PA 18914 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seitz & Leatherman Llc Colmar PA 10/1998 01/2019
Cetera Financial Specialists Llc Schaumburg IL 08/2005 03/2021
Dunlapslk Colmar PA 01/2019 Present
Bernardo Wealth Planning Harleysville PA 03/2021 Present
  • 10/1998 → 01/2019
    Seitz & Leatherman Llc
    Colmar, PA
  • 08/2005 → 03/2021
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2019 → Present
    Dunlapslk
    Colmar, PA
  • 03/2021 → Present
    Bernardo Wealth Planning
    Harleysville, PA
Previous Registrations
  • 2001-02-27 → 2003-08-07
    Genworth Financial Planning Corporation
    Colmar, PA
Other Businesses

1) DUNLAPSLK - ACCOUNTING PRACTICE - TITLE: PRESIDENT - SINCE 01/2019- DUTIES: ACCOUNTANT - WORK 45 HRS/WK - PARTNER: LON SEITZ, BRENT KOLB.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-05
  • S66 Uniform Combined State Law Examination
    2000-12-05
Other Names
  • Lisa Leatherman Baum
  • Lisa Renae Baum

View on SEC IAPD

Other Firms

WESCOTT FINANCIAL ADVISORY GROUP LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
SUMMIT FINANCIAL, LLC

Other Investors

SANDRA ELAINE GOODSTEIN
CHRISTOPHER ANTHONY CORTESE
KAREN BETH MCINTYRE
MARK DAVID KEMP
Luke Childs
TODD ALEXANDER LITTLE
Sean Kieran Larkin
DANIEL S MELVILLE

Other Offices

WESCOTT FINANCIAL ADVISORY GROUP LLC · Harleysville, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HARLEYSVILLE, PA
CETERA INVESTMENT ADVISERS LLC · HARLEYSVILLE, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Harleysville, PA

More in Harleysville, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor