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David Peter Leisring

Capital Advisory Services, LLC

West Chester, OH

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Current Employers
Capital Advisory Services, Llc

8240 Beckett Park Drive Suite B, West Chester, OH 45069 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-21
FL RA APPROVED 2026-04-23
IN RA APPROVED 2026-01-06
KY RA APPROVED 2026-01-01
  • OH RA
    APPROVED
    Since 2026-05-21
  • FL RA
    APPROVED
    Since 2026-04-23
  • IN RA
    APPROVED
    Since 2026-01-06
  • KY RA
    APPROVED
    Since 2026-01-01

Branch Locations

8240 Beckett Park Drive Suite B, West Chester, OH 45069 • 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
University Of Dayton Dayton OH 06/2015 08/2019
Ge Aerospace Evendale OH 08/2019 06/2021
Ge Aerospace Evendale OH 06/2021 09/2023
Berthel, Fisher & Company Financial Services, Inc. West Chester OH 09/2023 Present
  • 06/2015 → 08/2019
    University Of Dayton
    Dayton, OH
  • 08/2019 → 06/2021
    Ge Aerospace
    Evendale, OH
  • 06/2021 → 09/2023
    Ge Aerospace
    Evendale, OH
  • 09/2023 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    West Chester, OH
Other Businesses

Capital Advisory Services, LLC- N- West Chester, OH- Insurance Sales- Agent- 09/2024- 5- 5- Sales of insurance product offerings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-09
  • S66 Uniform Combined State Law Examination
    2023-12-09

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
SOUTHLAND EQUITY PARTNERS, LLC.
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.

Other Investors

TRACY DONALD JONES
THOMAS DAVID EBNER
ROBERT MICHAEL LESHNAK
VINCENT B WALN
Seung Ryong-Hwang Mishler
MEGAN ROSE DALTON
DAVID MICHAEL DALTON
Matthew Stephen Nance

Other Offices

OSAIC WEALTH, INC. · WEST CHESTER, OH
SOUTHLAND EQUITY PARTNERS, LLC. · West Chester, OH
OSAIC WEALTH, INC. · WEST CHESTER, OH
HORNOR, TOWNSEND & KENT, LLC · WEST CHESTER, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Liberty Township, OH
LPL FINANCIAL LLC · WEST CHESTER, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Chester, OH
PNC WEALTH MANAGEMENT LLC · Liberty Township, OH

More in West Chester, OH

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