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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED | 2023-01-25 |
Branch Locations
204 N. Winstead Avenue, Rocky Mount, NC 27804 • United States
4907-B Bridges Street, Morehead City, NC 28557 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosperity Capital Advisors | Westlake | OH | 01/2023 | Present |
| Wealth Management Strategies | Rocky Mount | NC | 10/2020 | Present |
| K2 Ranch, Llc | Aspen | CO | 03/2019 | 08/2020 |
| Zachary Leonard Marine Services | Swansboro | NC | 06/2017 | 02/2019 |
| North Carolina State University | Raleigh | NC | 08/2013 | 05/2017 |
1) Zachary Leonard is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Leonard spends approx. 10 hrs/week during trading hours on this activity. 2) Zachary Leonard promotes his advisory business through the dba Wealth Management Strategies, Inc. Zachary Leonard spends approximately forty hours per week during trading hours working under this dba. Mr. Leonard is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Leonard spends approx. 10 hrs/week during trading hours on this activity. 3) Mr. Leonard assists clients with tax preparation services at Wealth Management Strategies. Zach spends approximately 5 hours per week during trading hours during tax season on this activity. This is a non-investment related activity. 4) Mr. Leonard is a board member of the Rotary Club of Morehead City, NC. Mr. Leonard spends approximately 4 hours per month on this activity during non-trading hours. This is a non-ivestment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-12 |
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