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145 West Center Avenue, Sebring, FL 33870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-20 |
| FL | RA | APPROVED | 2012-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Sebring | FL | 09/2009 | 12/2016 |
| Swaine & Leidel, Llc | Sebring | FL | 07/2010 | 01/2018 |
| Raymond James Financial Services Advisors, Inc | Sebring | FL | 09/2009 | 12/2016 |
| John 14:6 Llc | Sebring | FL | 07/2011 | Present |
| Swaine & Leidel Wealth Services, Llc | Sebring | FL | 05/2012 | 01/2021 |
| Legacy Insurance Group, Llc | Sebring | FL | 07/2011 | 12/2016 |
| Leidel Capital, Inc. | Sebring | FL | 01/2017 | Present |
| Leidel, Inc. | Sebring | FL | 11/2015 | Present |
| Platinum Financial Partners, Llc (F/K/A U.S. Tax, Llc) | Sebring | FL | 10/2015 | Present |
| Second Half Financial Partners, Llc | Sebring | FL | 01/2021 | Present |
| Heartland Tax And Accounting, Llc | Sebring | FL | 01/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-25 |
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