Aaron A Leaman

Current Employers

Employment History

• 04/2005 → Present
  Signature Financial Planning
  Pittsburgh, PA
• 01/2006 → Present
  Kestra Investment Services, Inc
  Pittsburgh, PA
• 12/2019 → Present
  Signature Select Wealth, Llc
  Pittsburgh, PA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Pittsburgh, PA
• 02/2014 → 09/2016
  Nfp Advisor Services
  Pittsburgh, PA

Previous Registrations

• 2020-01-10 → 2025-09-30
  Signature Select Wealth
  Pittsburgh, PA

Other Businesses

Name: SIGNATURE VENTURES, LLC POSITION: Member Investor NATURE: Private direct investments by members only INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 11/01/2020 ADDRESS: 1301 Grandview Ave Suite 300, Pittsburgh PA 15211, United States DESCRIPTION: No duties or obligations beyond participating in the sourcing and screening of the opportunities Name: Rodef Shalom Investment Related: No Address: 4905 Fifth Ave Pittsburgh PA 15213 Nature of Business: Board Position Title: Member of the Investment Committee Start Date: 10/1/2020 Hrs/mth: 0-16 Duties: Assisting in oversight of the endowment funds, reviewing statements, and providing input to the executive committee in regards to spending and capital investment decisions Name: University of Pgh; Osher Lifelong Learning Institute Investment Related: No Address: 239 Anita Ave Pittsburgh PA 15217 Nature of Business: None of the above Title: Teacher Start Date: 9/1/2019 Hrs/mth: 0-16 Duties: Teach five classes per semester, three semesters per year Name: Hillel JUC of Pittsburgh Investment Related: No Address: 4607 Forbes Avenue Pittsburgh PA 15213 Nature of Business: Board Position Title: Board Member, Chair of the Finance Committee Start Date: 4/15/2018 Hrs/mth: 0-16 Duties: Monthly committee meetings, quarterly board meetings. Supervising and consulting on the overall financial health of the institution, plus providing guidance and decision making support for all major financial decisions. Name: Aaron A. Leaman Investment Related: No Address: 239 Anita Ave Pittsburgh PA 15217 Nature of Business: Board Position Title: Board Member (Finance Committee) Start Date: 7/18/2017 Hrs/mth: 0-16 Duties: 3-4 meetings per year + ancillary phone calls and research Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Title: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: SIGNATURE FINANCIAL PLANNING POSITION: Principal, Chief Investment Officer NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/15/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Supervise and manage all investment portfolios, trading and investment research. Additionally manage the firm/business as CFO. Name: SIGNATURE WEALTH POSITION: Principal, Chief Investment Officer NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/15/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Supervise and manage all investment portfolios, trading and investment research. Additionally manage the firm/business as CFO. Name: SIGNATURE LEGACY HOLDINGS LLC POSITION: Member NATURE: Holdings company for Kingfisher stock - see Bluespring or Kestra legal department for more details INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: General Member NAME: FILM PITTSBURGH BOARD POSITION POSITION: Secretary of the board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 1789 S Braddock Ave #565, Pittsburgh PA 15218, United States DESCRIPTION: Attending meetings, keeping notes and minutes, and serving on the jury that selects films for the festivals. I also attend festivals and occasionally speak on behalf of the organization before screenings. One important note: the organization is a client of Signature. We manage one account for them

Exams

• S66 Uniform Combined State Law Examination
  2006-04-20

Designations