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7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2008-01-08 |
Branch Locations
7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States
81 East Water Street Suite 1B, Toms River, NJ 08753 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 02/2006 | Present |
| Summitalliance Advisors | Dallas | TX | 01/2008 | Present |
TAX PREPARATION DURING INCOME TAX SEASON, FOR OWN SOLE PROP. 2000: HOST WEEKLY FINANCIAL AND ECONOMIC RADIO SHOW "THE FINANCIAL PHYSICIAN", 4 HRS/MONTH. PUBLIC SPEAKING AVERAGE 1X/YEAR. 2009: AUTHOR "THE FINANCIAL PHYSICIAN", 100% OWNERSHIP, Q/HRS SURING MARKET HRS SPENT ON ACITIVTY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-03 |
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