Daniel Steven Leonard

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → Present
  Byron Bank
  Byron, IL
• 07/2011 → 08/2018
  Lpl Financial Llc
  Byron, IL
• 08/2018 → 12/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

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

• S66 Uniform Combined State Law Examination
  2004-01-17

Other Names

• Daniel Leonard