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.

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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Mar 26, 2022

First registration

Jun 14, 2024

Dual registered

no

IAPD individual key

7435095

• Occurred

  Feb 20, 2026
  Advisor changed firm

  Nicholas Adam Netzer left Cross Border Wealth, Llc for Leo Wealth Americas, Llc (registered 2026-05-29)

  Form ADVobserved 5 days ago
• Occurred

  Aug 21, 2025
  Advisor changed firm

  Nicholas Adam Netzer left Eagle Strategies Llc for Cross Border Wealth, Llc (registered 2025-08-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9c16f3bf-aa5b-aeb9-909b-c493aab3fe9e

First observed

Jun 14, 2024

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.