DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Neil Savard
Feed of 09/14/2026
At current firm
0 y
since Apr 15, 2026
In the industry
35 y
since May 6, 1991 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Leo Wealth Americas, LLC independent RIA currentsince Apr 15, 2026 · Indio, Ca
- Leo Wealth, LLC independent RIASep 28, 2021 to Jun 25, 2026 · Gilbert, Az
- Bft Financial Group, LLC formerOct 28, 2009 to Jan 3, 2022 · Hurst, Tx
- Main Street Advisors, LLC formerNov 15, 2006 to Oct 30, 2009 · Hays, Ks
- Cincinnati Analysts, Inc formerApr 16, 2004 to Sep 26, 2006 · Laguna Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- Leo Wealth, LLC to Leo Wealth Americas, LLCleft Jun 25, 2026, registered Apr 15, 2026 (-71 days) · channel change inside one enterprise, not a move
- Bft Financial Group, LLC to Leo Wealth, LLCleft Jan 3, 2022, registered Sep 28, 2021 (-97 days) · RIA to RIA
- Main Street Advisors, LLC to Bft Financial Group, LLCleft Oct 30, 2009, registered Oct 28, 2009 (-2 days) · Other
- Cincinnati Analysts, Inc to Main Street Advisors, LLCleft Sep 26, 2006, registered Nov 15, 2006 (50 days) · Other
Signals
- Daniel Neil Savard left Bft Financial Group, Llc for Leo Wealth, Llc (registered 2021-09-28)Jan 3, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address