Donald Albert Leese

Current Employers

Employment History

• 02/2012 → 03/2022
  Gallagher Benefit Services
  Baton Rouge, LA
• 04/2016 → 03/2022
  Kestra Financial Services, Inc
  Austin, TX
• 03/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Baton Rouge, LA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Baton Rouge, LA

Previous Registrations

• 2016-04-20 → 2022-03-31
  Kestra Advisory Services, Llc
  Baton Rouge, LA
• 2013-07-19 → 2016-09-22
  Kestra Investment Services, Llc
  Baton Rouge, LA
  Austin, TX
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Retirement Plan Consultant Start Date: 02/07/2012 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting 3) EPISCOPAL DIOCESE OF LOUISIANA EXECUTIVE BOARD POSITION: Member of the Executive Board NATURE: The Episcopal Diocese of Louisiana was established in 1839 and is part of The Episcopal Church. The boundaries are made up of the the 24 civil parishes in the southeastern portion of the State of Louisiana. The diocese is comprised of over 15,000 Episcopalians; 48worshiping congregations; a conference center, theSolomon Episcopal Conference Center; 16diocesan and parish day schools. The cathedral,Christ Church Cathedral, is located in New Orleans. The bishop is theRt. Rev Shannon Rogers Duckworth. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1623 Seventh Street, New Orleans LA 70115, United States DESCRIPTION: The Executive Board shall have charge of the development and prosecution of the work of the Church, subject to the provisions of theConstitution and Canons of the Dioceseand to the direction ofThe Convention. It shall have the power and authority to implement and carry out the programs and policies adopted by The Convention and to act for The Convention between meetings thereof, except where the authority is reserved to theStanding Committee. The Bishop shall be the executive head of all such work, and the Board shall assist the Bishop in the administration thereof.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-19
• S63 Uniform Securities Agent State Law Examination
  2009-07-27

Other Names

• Don Leese
• Donald Albert Leese