Donald James Leek

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2017-08-21

OR RA
APPROVED

Since 2017-08-21

Branch Locations

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Gleneden Beach, OR • 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
Vision Capital Management, Inc.	Portland	OR	03/2008	04/2017
Unemployed	Portland	OR	05/2017	08/2017
Advisory Services Network, Llc	Atlanta	GA	08/2017	Present

03/2008 → 04/2017

Vision Capital Management, Inc.

Portland, OR
05/2017 → 08/2017

Unemployed

Portland, OR
08/2017 → Present

Advisory Services Network, Llc

Atlanta, GA

Previous Registrations

2009-07-08 → 2017-05-09

Vision Capital Management Inc

Portland, OR

Other Businesses

Great Western Real Estate - real estate broker since 02/2021; not an investment related activity. Estimate approximately 20 hours per month, none during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-04-18
S63	Uniform Securities Agent State Law Examination	1992-11-19

S65 Uniform Investment Adviser Law Examination

2003-04-18
S63 Uniform Securities Agent State Law Examination

1992-11-19

View on SEC IAPD