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1600 Golf Road Suite 1200, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-10 |
| AL | RA | APPROVED | 2009-03-27 |
| TX | RA | APPROVED | 2009-02-03 |
| IL | RA | APPROVED | 2009-01-15 |
Branch Locations
1600 Golf Road Suite 1200, Rolling Meadows, IL 60008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leading Edge Wealth Management, Llc | Schaumburg | IL | 06/2008 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 02/2012 | Present |
| Copley Alternative Investments Inc. | San Diego | CA | 07/2026 | Present |
1. RIA, PRINCIPAL OF LEADING EDGE WEALTH MANAGEMENT; FEBRUARY 2009; 30 HRS/WEEK DURING MARKET HOURS; INVESTMENT-RELATED. 3. FIXED LIFE INSURANCE PRODUCTS; FEBRUARY 2009; 5 HRS/WEEK DURING MARKET HOURS; Retirement Income & Comprehesive Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-27 |
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