Leslie Ann Valant

Current Employers

Employment History

• 10/2009 → 03/2017
  Edward Jones
  St Louis, MO
• 04/2017 → 03/2019
  Labrum Wealth Management
  Carlsbad, CA
• 06/2017 → Present
  Ocean Equity Partners, Llc
  Big Pine Key, FL
• 12/2018 → 06/2019
  Intelligence Driven Advisers, Llc
  Big Pine Key, FL
• 06/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2019-01-03 → 2019-06-11
  Intelligence Driven Advisers, Llc
  Big Pine Key, FL
  Carlsbad, CA
• 2017-04-07 → 2019-03-01
  Labrum Wealth Management, Llc
  Summerland Key, FL
  Carlsbad, CA
  Big Pine Key, FL
• 2009-12-16 → 2017-03-24
  Edward Jones
  Big Pine Key, FL
  St Louis, MO
  Oviedo, FL
  Oviedo, FL
  Orlando, FL

Other Businesses

(1) Ocean Equity Partners, LLC, not investment related, Commercial Real Estate rental, managing member, 50% ownership, start date 6/19/17, 1-5 hours per month, 1 hour per month during securities trading hours, description of duties: commercial real estate property manager. (2) Leeward Wealth Management, LLC is DBA, Investment Related, 30646 Overseas Highway, Big Pine Key, FL 33043, President/Owner, 04/01/2019, 160 hours per month and during trading hours, Investment Advisor DBA Company. (3) Life Insurance Agent; 30646 Overseas Highway, Big Pine Key, FL 33043; Investment related; Life Agent - FL 215 License; Life insurance; Start 7/17/2024; 1 hour/month during trading. (4) Lower Keys Chamber of Commerce, Non-Investment Related, Overseas HWY, Big Pine Key, FL 33043, Local area Chamber of Commerce, President, 06/01/2019, 2 hours devoted per month, 0 hours devoted during trading hours, presiding over the Chamber Board and overseeing the ED of the Chamber (5) Amazing Graze, LLC - food gifts - 12/1/19 - same address as branch - managing member - 1 hr per month outside of trading hrs. (6) Leeward Divorce Financial Planning, Non-Investment Related, 30646 Overseas Highway, Big Pine Key, FL 33043, Managing Member and Certified Divorce Financial Analyst, 10 hours per month during trading hours, Divorce Planning Consulting. (7) Stormy & Stella LLC, Non-Investment Related, 1111 12th St, Key West, FL 33040, Managing Member, Real Estate Holding of Commercial Duplex, starting 10/20/2022, 0 hours devoted during trading hours. (8) Monroe County Land Advisory Committee; Not investment related; 1200 Truman Avenue, Suite 207, Key West, FL 33040; Chairman; Advisory to the Land Authority of Monroe County; Review land already identified by the Land Advisory team to be purchased with government funds for conservation use. Start 7/1/2021; 1 hour/month during trading. (9) Florida Notary Public; Not investment related; 1113 Caribbean Dr E, Summerland Key, FL 33043; Notary; Provide notary services; Start 2/1/2024; 1 hour/month during trading. (10) Boat Lift Pro Inc.; Not investment Related; 24854 Overseas Hwy, Big Pine Key, FL 33043; Marine Construction; Secretary/Treasurer; Company is husband's business, offered to assist in role as unpaid director/secretary; Start 7/1/2024; 2 hours/month during trading. (11) Keys Federal Credit Union Supervisory Board; Not investment related; 3022 N. Roosevelt Blvd., Key West, FL 33040; Local Credit Union Supervisory Board of Directors; Director; Volunteer; 8/2026; 1 hr/mo during trading hrs; Supervision of Credit Union branches in the area. Quality control of branch activity with reporting to the main board of directors

Exams

• S66 Uniform Combined State Law Examination
  2009-12-11

Other Names

• Leslie Ann Valant
• Leslie Ann Skiver