George David Leidel

Employer firm

Second Half Financial Partners, LLC CRD 163454

$128M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 12/2016
  Raymond James Financial Services
  Sebring, FL
• 07/2010 → 01/2018
  Swaine & Leidel, Llc
  Sebring, FL
• 09/2009 → 12/2016
  Raymond James Financial Services Advisors, Inc
  Sebring, FL
• 07/2011 → Present
  John 14:6 Llc
  Sebring, FL
• 05/2012 → 01/2021
  Swaine & Leidel Wealth Services, Llc
  Sebring, FL
• 07/2011 → 12/2016
  Legacy Insurance Group, Llc
  Sebring, FL
• 01/2017 → Present
  Leidel Capital, Inc.
  Sebring, FL
• 11/2015 → Present
  Leidel, Inc.
  Sebring, FL
• 10/2015 → Present
  Platinum Financial Partners, Llc (F/K/A U.S. Tax, Llc)
  Sebring, FL
• 01/2021 → Present
  Second Half Financial Partners, Llc
  Sebring, FL
• 01/2024 → Present
  Heartland Tax And Accounting, Llc
  Sebring, FL

Previous Registrations

• 2009-10-13 → 2016-12-31
  Raymond James Financial Services Advisors, Inc
  Sebring, FL
  Sebring, FL
• 2007-12-10 → 2009-10-01
  Lpl Financial Llc
  Fort Mill, SC
  Ft. Walton Beach, FL
  San Diego, CA
• 2006-09-07 → 2009-09-17
  Uvest Financial Services Group, Inc.
  Sebring, FL
  Charlotte, NC
  Sebring, FL
  Sebring, FL
• 2004-02-11 → 2006-10-10
  Investment Centers Of America, Inc.
  Sebring, FL
  Sebring, FL

Other Businesses

1. Leidel, Inc.: Not investment related: 11/2015 - Present: Sebring, FL: President: Holding Company: 0 hrs/wk: 0 hrs during trading. 2. John 14:6 LLC: not investment related: 4/2011 - Present: Sebring, FL: Managing Member: Rental Real Estate: 0 hrs/mo:0 hrs during trading. 3. Fixed Insurance conducted through Platinum Financial Partners, LLC: investment related: 10/2011 - Present: Sebring, FL: Insurance Sales Agent: 10 hrs/week, 10 hrs during trading. 4. Leidel Capital, Inc.: not investment related: 1/2017 - Present: Sebring, FL: Managing Member: Holding Company: 0 hrs/mo:0 hrs during trading. 5. Platinum Financial Partners, LLC (f/k/a U.S. Tax, LLC) : not investment related: 3/2015 - Present: Sebring, FL: Managing Member: Tax Preparation: 10 hrs/mo: 10 hrs during trading:preparing tax returns and representing tax payers before the IRS. 6. Swaine & Leidel Wealth Services - Sebring, FL - Previous RIA name kept and used as a DBA name for advisory business - 05/2012 - 01/2021 RIA and 01/2021 to Present DBA name - 0 hours per month devoted - 0 hours per month devoted during securities trading hours 7. Heartland Tax and Accounting, LLC - Sebring, Fl. Partner, started 01/2024 to present. 10 hours per month, 10 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-26
• S63 Uniform Securities Agent State Law Examination
  2003-08-25

Other Names

• George David Leidel