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William Howard Leete

Monte Financial Group, LLC

Guilford, CT

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Current Employers
Monte Financial Group, Llc

30 Long Hill Road, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2016-03-04
  • CT RA
    APPROVED
    Since 2016-03-04

Branch Locations

30 Long Hill Road, Guilford, CT 06437 • 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
OrganizationCityStateFromTo
Park Avenue Securities Llc Madison CT 09/2014 Present
Guardian Life Insurance Co Madison CT 09/2014 Present
Monte Financial Group, Llc Guilford CT 03/2016 Present
Previous Registrations
Other Businesses

1. LEETE BROTHERS INC / SHARE OWNER IN S CORP. THAT OWNS PROPERTY THAT LEASE TO COTTAGE OWNERS / 38 RIVALDI DR N. BRANFORD, CT / APPROVED 08/2014 / 1 HR/MONTH DURING TRADING HRS. PAID PERCENT OF RENTAL INCOME. 2. LEETE ASSOCIATES INC NATURE OF OTHER BUSINESS: S CORP CREATED TO HOLD FAMILY LAND WHICH IS LEASED TO COTTAGE OWNERS. A PORTION OF THE RENTAL INCOME IS DISTRIBUTED TO SHAREHOLDERS ANNUALLY. START DATE OF OTHER BUSINESS: 08/27/2014 DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: MY INVOLVEMENT IS CURRENTLY LIMITED TO ATTENDING AN ANNUAL MEETING TO DISCUSS AND REVIEW CORPORATION BUSINESS. ADDRESS OF OTHER BUSINESS: 38 RIVALDI DRIVE, NORTH BRANFORD, CT 06471 HOURS PER MONTH TOTAL/BUSINESS DEVOTED TO OTHER BUSINESS: 1/1 IS BUSINESS INVESTMENT RELATED? YES - IT IS ONLY "INVESTMENT RELATED" IN THE SENSE THAT THE CORPORATION HOLDS/OWNS REAL ESTATE. POSITION, TITLE OR RELATIONSHIP OF OTHER BUSINESS: OWNER 3. SHORELINE NETWORKING ASSOCIATES & PROFESSIONALS (SNAP) SNAP IS A NETWORKING GROUP FOR PROFESSIONALS TO REFER BUSINESS TO MEMBERS OF THE GROUP. THEY HAVE NOMINATED ME TO BE TREASURER OF THE GROUP AND I HAVE ACCEPTED. START: 07/03/2015 ADDRESS: MAIN STREET, BRANFORD, CT 06405 HRS PER MO - TOT/BUS: 3/1 NOT INVEST RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-23
S63 Uniform Securities Agent State Law Examination 1993-09-24
  • S66 Uniform Combined State Law Examination
    2001-10-23
  • S63 Uniform Securities Agent State Law Examination
    1993-09-24
Designations
Other Names
  • Bill Leete
  • William Howard Leete
  • William Howard Leete

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