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Christopher Allen Leap

Leap Wealth Management

Dallas, TX

CRD 2562058

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Employer firm

Leap Wealth Management CRD 152253

$306M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Leap Wealth Management

6301 Gaston Ave Suite 205, Dallas, TX 75214 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-09-24
TX RA APPROVED 2018-12-20
  • OK RA
    APPROVED
    Since 2024-09-24
  • TX RA
    APPROVED
    Since 2018-12-20

Branch Locations

6301 Gaston Ave Suite 205, Dallas, TX 75214 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Leap Wealth Management Dallas TX 01/2010 Present
Previous Registrations
Other Businesses

(1) Leap and Rouquette Commercial Properties, LLC Real Estate investment related 8604 Greenville Avenue, Suite A101, Dallas, TX 75243 Managing Member for property and management entity 10/2007 to Present Approximately five hours a month devoted during trading hours (2) A Member of the Board of a small charity, Bill Rompf Junior Tennis Foundation.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-11-18
  • S63 Uniform Securities Agent State Law Examination
    1994-11-18
Designations
  • Certified Financial Planner
Other Names
  • Chris Leap

View on SEC IAPD

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