Alan B. Leitson

Current Employers

Employment History

• 01/2007 → 12/2016
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2007 → 12/2016
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 12/2016 → Present
  Sagepoint Finacial, Inc.
  Pepper Pike, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Beachwood, OH

Previous Registrations

• 2016-12-22 → 2023-09-01
  Osaic Services, Inc.
  Pepper Pike, OH
  Pepper Pike, OH
  Beachwood, OH
  Beachwood, OH
• 2007-01-16 → 2016-12-19
  Cambridge Investment Research Advisors, Inc.
  Westlake, OH
  Pepper Pike, OH
• 2003-10-02 → 2007-01-26
  Keybanc Capital Markets Inc.
  Brooklyn, OH
• 2003-07-14 → 2003-08-07
  Robert W. Baird & Co. Incorporated
  Cleveland, OH
• 2003-01-30 → 2003-07-08
  Robert W. Baird & Co. Incorporated
  Cleveland, OH

Other Businesses

1) PRECINCT ELECTION OFFICIAL - NOVEMBER 2020 ELECTION POSITION: Precinct Election Official NATURE: This is a one-day "Precinct Election Official" - working at a polling site in my Ohio County - Cuyahoga. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 11/03/2020 ADDRESS: 2925 Euclid Ave, Cleveland OH 44115, United States DESCRIPTION: Perform all activities assigned by the VLM or VLD of their polling location Assist voters with the Election Process; this includes checking in voters on the Electronic Pollbook, processing Provisional Voters, assisting voters scanning their ballots in the DS200 and more Ensure that the assigned precinct is prepared for voting by 6:30 a.m. Identify any difficulties or concerns and report them immediately to the VLM Assist with the polling location set-up/disassembly of voting equipment Assist in closing the polling location Interact effectively and work in unison with all Election Day Team Members Adhere to established laws, policies, rules and regulations set forth by the Secretary of State and the Board of Elections Conduct business in accordance with Federal Election Guidelines and Title 35 of the Ohio Revised Code 2) INSURANCE SALES POSITION: Sales Representative NATURE: Selling personal life and health insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2007 ADDRESS: 25550 Chagrin Blvd, Suite 220, Beachwood OH 44122, United States DESCRIPTION: If merited, present Life Insurance, Long-term care, disability or other personal life & health related insurance products. 3) BNI INTERNATIONAL - NETWORKING ORGANIZATION POSITION: Member NATURE: This activity is solely networking with other business owners. We meet weekly. Our group is currently22 members. I am no longer in a leadership position though I am active in the chapter. We basically attend weekly meetings and network with other business owners. The main phrase is "givers gain" - meaning that people who make referrals of other chapter members - may get back referrals. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2020 ADDRESS: 4545 Brainard Rd, Orange Village OH 44022, United States DESCRIPTION: Attend weekly meeting as a member. Participate on the Membership Committee - discussing new applications to the group and members who are renewing their membership. 4) ALAN LEITSON, CFP POSITION: Tax Preparer NATURE: Help approximately 18 clients prepare Federal, State and local taxes. Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 25550 Chagrin Blvd, Suite 220, Beachwood OH 44122, United States DESCRIPTION: Help clients' prepare Federal, State and local income taxes. 5) PRECINCT ELECTION OFFICIAL - 2025 ELECTION - NOV. 4, 2025 POSITION: Ballot Drop Off Assistant NATURE: Government Entity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2025 ADDRESS: 2925 Euclid Ave., Cleveland OH 44115, United States DESCRIPTION: Will do training 11/4/2025 6-7pm. Then work 7-10pm at the Beachwood, OH Community Center as ballots are collected and ultimately counted and sent to the main Board of Elections Office for Cuyahoga County, OH.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-28

Designations