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Daniel Steven Leonard

Cambridge Investment Research Advisors, Inc.

Rockford, IL

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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-08-07
  • IL RA
    APPROVED
    Since 2018-08-07

Branch Locations

4949 Harrison Avenue, Suite 110, Rockford, IL 61109 • 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
Byron Bank Byron IL 06/2003 Present
Lpl Financial Llc Byron IL 07/2011 08/2018
Cambridge Investment Research, Inc. Fairfield IA 08/2018 12/2024
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2018 Present
Previous Registrations
  • 2011-07-05 → 2018-08-20
    Lpl Financial Llc
    Byron, IL
    Poplar Grove, IL
  • 2004-01-20 → 2011-07-05
    Uvest Financial Services Group, Inc.
    Byron, IL
    Davis Junctino, IL
    Byron, IL
Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-17
  • S66 Uniform Combined State Law Examination
    2004-01-17
Other Names
  • Daniel Leonard

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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