Steven Andrew Leach

Current Employers

Employment History

• 07/2008 → Present
  Various Insurance Carriers For W & R Insurance Agencies
  Cherry Valley, CA
• 08/2011 → Present
  Paychex
  Beaumont, CA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Beaumont, CA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-06-29 → 2021-06-09
  Voya Financial Advisors, Inc.
  Newport Beach, CA
  Beaumont, CA
  Riverside, CA
  Sioux City, IA
  Riverside, CA
  Sioux City, IA
  Windsor, CT
• 2008-08-12 → 2011-01-12
  Waddell & Reed
  Riverside, CA

Other Businesses

1. NAME OF ENTITY: Partners Advantage; Yes; 944 VIA LATA; COLTEN; CA; 92324; Fixed Insurance submissions; Insurance Agent; 1/1/2011; 0; 0; Insurance Agent; 2. NAME OF ENTITY: Paychex; No; 726 BEAUMONT AVE; BEAUMONT; CA; 92223; 401(k) Plans; Independent agent; 8/9/2011; 4; 4; Providing 401(k) support and registration services for new and existing plans; 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 726 BEAUMONT AVE; BEAUMONT; CA; 92223; Fixed Insurance Sales; Independent Insurance Agent; 2/7/2011; 160; 160; Sales of fixed insurance; 4. NAME OF ENTITY: Sensible Adviser; Yes; 726 Beaumont Ave; Beaumont; CA; 92223; Financial Services/dba; Owner; 4/1/2021; 120; 6; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS; 5. NAME OF OTHER BUSINESS: THE GRIEF RECOVERY METHOD; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: GRIEF RECOVERY; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: GRIEF RECOVERY SPECIALIST; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PEER-TO-PEER INDIVIDUALIZED PER SESSION WORK WITH PEOPLE GRIEVING SOME LOSS OR CUMULATIVE LOSSES IN THEIR LIFE/LIVES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-11
• S63 Uniform Securities Agent State Law Examination
  2004-04-22

Other Names

• Steven Andrew Leach
• Steven Leach