Edward Guy Leeper

Current Employers

Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-01-13

WA RA
APPROVED

Since 2026-01-13

Branch Locations

Valleyford, WA • United States

M Group

Winter Garden, FL • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2015-07-07
WA	RA	APPROVED	2014-01-02
OR	RA	APPROVED	2012-04-28

CA RA
APPROVED

Since 2015-07-07
WA RA
APPROVED

Since 2014-01-02
OR RA
APPROVED

Since 2012-04-28

Branch Locations

Winter Garden, FL • United States

11311 S. Sands Road, Valleyford, WA 99036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Re/Max South	Puyallup	WA	01/2017	03/2020
Summit Financial, Llc	Parsippany	NJ	01/2026	Present
M Group Investment Advisor, Llc	Winter Garden	FL	01/2012	Present

01/2017 → 03/2020

Re/Max South

Puyallup, WA
01/2026 → Present

Summit Financial, Llc

Parsippany, NJ
01/2012 → Present

M Group Investment Advisor, Llc

Winter Garden, FL

Other Businesses

1) Kelly Right Real Estate 03/2020, Spokane, Washington; real estate agent 5 hours per week. (2) M Group Wealth & Insurance LLC, 05/2012; Owner and insurance agent, 5-10 hours per week; 11311 S Sands Road, Valleyford, WA 99036. (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Leeper Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-04-07

S65 Uniform Investment Adviser Law Examination

2012-04-07

View on SEC IAPD