George Leach has been an investment adviser representative at Latitude Advisors since November 2009, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
George Leach’s longest registration is the current one, 16 years at GWN Securities Inc. since 2009. Before joining Latitude Advisors in 2009, George Leach was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsTampa, FL · Adviser representative · Firm CRD 151001
- GWN Securities Inc.Also current– present · 16 yearsTampa, FL · Adviser representative and broker · Firm CRD 128929
- Medallion Advisory Services, LLC– · 7 yearsTampa, FL · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
George Leach is registered as an investment adviser representative in Florida, since November 2009.
- FloridaSince 19 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- George Warren Leach
- CRD
- 4084422
- Firm
- Latitude Advisors · CRD 151001
- Office
- Tampa, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does George Leach work?
George Leach is an investment adviser representative registered through Latitude Advisors, LLC since November 2009, and is not listed among the firm’s executive officers or direct owners.
Is George Leach a financial advisor?
Yes. George Leach has a current investment-adviser registration in Florida, through Latitude Advisors since November 2009.
How many years of experience does George Leach have?
George Leach has 26 years in the financial industry, since December 1999, across 3 adviser firms.
What exams has George Leach passed?
George Leach has passed 2 licensing exams: the Series 66 and Series 6. The earliest, the Series 66, was passed in December 1999. FINRA credited George Leach with the SIE, which began in October 2018.
Where did George Leach work before Latitude Advisors?
Before Latitude Advisors, George Leach was registered through Medallion Advisory Services, LLC, January 2002 to November 2009.
Where is George Leach based?
George Leach’s registered office is in Tampa, FL.
Is George Leach registered with FINRA?
Yes. George Leach has a current broker registration, under CRD 4084422.
Source: FINRA BrokerCheck
How can I verify George Leach’s record?
Search CRD 4084422 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish George Leach’s full registration record.