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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed-William H Leder, Jr. | Portland | OR | 05/2003 | Present |
| Trusted Advisors | Portland | OR | 10/2008 | 12/2021 |
| Cascadia Advisory Services, Llc | Portland | OR | 01/2019 | 12/2021 |
| Mariner Wealth Advisors | Portland | OR | 12/2021 | Present |
1. SELF-EMPLOYED - WILLIAM H. LEDER, JR.; INVESTMENT RELATED; SAME ADDRESS AS OFFICE OF EMPLOYMENT; INSURANCE PRODUCT SALES; 5% OF TIME DEVOTED TO THIS ACTIVITY; DUTIES: SALE OF LIFE INSURANCE, FIXED ANNUITIES, HEALTH AND DISABILITY INSURANCE. 2. DL LEDER LLC, DBA CONES; NOT INVESTMENT RELATED, CANBY, OR, ICE CREAM SHOP, CO OWNER, 10 HRS PER MONTH, 0 HRS DURING TRADING HRS 3. Kiwanda Pacific LLC; not investment related; Canby, OR; rental property; owner; start date 10/28/25; 5 hours /month, 0 during trading hours; short term rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-23 |
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