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RIA / WealthAdvisor35 years in industry

DANIEL NEIL SAVARD

Advisor at LEO WEALTH AMERICAS, LLC

Indio, CA | HURST, TX

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Search this name across graphsid dfx:ria:772bed48-8aac-75a4-8560-ea37231316fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEO WEALTH AMERICAS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 6, 1991
First registration: Apr 16, 2004
Dual registered: no
IAPD individual key: 2140601

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEO WEALTH AMERICAS, LLC	Independent wealth	Apr 15, 2026	n/a	yes	Indio, CA\|HURST, TX	Current employment
LEO WEALTH, LLC	Independent wealth	Sep 28, 2021	Jun 25, 2026	no	GILBERT, AZ\|EDISON, NJ\|Indio, CA	Previous registration
BFT FINANCIAL GROUP, LLC	Former SEC adviser	Oct 28, 2009	Jan 3, 2022	no	HURST, TX\|HURST, TX\|GILBERT, AZ\|Indio, CA	Previous registration
MAIN STREET ADVISORS, LLC	Former SEC adviser	Nov 15, 2006	Oct 30, 2009	no	HAYS, KS	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Apr 16, 2004	Sep 26, 2006	no	LAGUNA HILLS, CA\|LAGUNA HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEO WEALTH, LLC	LEO WEALTH AMERICAS, LLC	Jun 25, 2026	Apr 15, 2026	-71	Channel change	RIA to new firm
BFT FINANCIAL GROUP, LLC	LEO WEALTH, LLC	Jan 3, 2022	Sep 28, 2021	-97	Firm change after gap	RIA to RIA
MAIN STREET ADVISORS, LLC	BFT FINANCIAL GROUP, LLC	Oct 30, 2009	Oct 28, 2009	-2	Firm change	Other
CINCINNATI ANALYSTS, INC	MAIN STREET ADVISORS, LLC	Sep 26, 2006	Nov 15, 2006	50	Firm change	Other

Relationships

Registered with (5)

→ LEO WEALTH AMERICAS, LLCRegistered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ LEO WEALTH, LLCRegistered adviserregistration: previous registration
Sep 28, 2021 to Jun 25, 2026factForm ADV
→ BFT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 28, 2009 to Jan 3, 2022factForm ADV
→ MAIN STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 15, 2006 to Oct 30, 2009factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Apr 16, 2004 to Sep 26, 2006factForm ADV

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
Daniel Neil Savard left Bft Financial Group, Llc for Leo Wealth, Llc (registered 2021-09-28)
Form ADVobserved 4 days ago