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Inactive

Patrick Anthony Leblanc

Ancorato

Montgomery, TX

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Current Employers
Ancorato

13965 W. Chinden Blvd #100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-02-13
  • ID RA
    APPROVED
    Since 2025-02-13

Branch Locations

Montgomery, TX • 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
Patrick Leblanc (Self Employed) Spring TX 08/2008 12/2019
Dh Hill Securities Humble TX 09/2016 12/2016
D.H. Hill Securities, Lllp Spring TX 05/2017 12/2019
Hartman Real Assets Securities, Inc. Houston TX 01/2017 05/2017
International Assets Advisory, Llc Farmers Branch TX 12/2019 03/2022
Wealthforge Securities Llc Richmond VA 03/2022 05/2023
Forum Partners West Palm Beach FL 03/2022 05/2023
Investment Grade R.E. Income Fund Santa Barbara CA 05/2023 04/2024
Arete Wealth Management Chicago IL 05/2024 12/2024
Storage Units Capital Partners Llc Maitland FL 06/2024 12/2024
Unemployed (In Between Jobs) Montgomery TX 12/2024 01/2025
Legacy Investment Solutions D.b.a. Ancorato Boise ID 01/2025 Present
  • 08/2008 → 12/2019
    Patrick Leblanc (Self Employed)
    Spring, TX
  • 09/2016 → 12/2016
    Dh Hill Securities
    Humble, TX
  • 05/2017 → 12/2019
    D.H. Hill Securities, Lllp
    Spring, TX
  • 01/2017 → 05/2017
    Hartman Real Assets Securities, Inc.
    Houston, TX
  • 12/2019 → 03/2022
    International Assets Advisory, Llc
    Farmers Branch, TX
  • 03/2022 → 05/2023
    Wealthforge Securities Llc
    Richmond, VA
  • 03/2022 → 05/2023
    Forum Partners
    West Palm Beach, FL
  • 05/2023 → 04/2024
    Investment Grade R.E. Income Fund
    Santa Barbara, CA
  • 05/2024 → 12/2024
    Arete Wealth Management
    Chicago, IL
  • 06/2024 → 12/2024
    Storage Units Capital Partners Llc
    Maitland, FL
  • 12/2024 → 01/2025
    Unemployed (In Between Jobs)
    Montgomery, TX
  • 01/2025 → Present
    Legacy Investment Solutions D.b.a. Ancorato
    Boise, ID
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-22
  • S66 Uniform Combined State Law Examination
    2016-02-22
Other Names
  • Patrick Leblanc

View on SEC IAPD

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