Daniel W. Leonard

POWERING YOUR RETIREMENT

SAN RAMON, CA 94583

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CRD#: 2055289

Professional summary

Daniel Whitby Leonard, CFP® is a registered financial advisor currently at POWERING YOUR RETIREMENT located in San Ramon, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Daniel has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Marathon Tax Planning. This business is not investment related. Office address is 18 Crow Canyon Court, Suite 240, San Ramon, CA 94583. The business is a tax preparation business. I am the owner and sole practitioner of the business. The business started in April of 2016. Hours devoted vary during tax season I can spend up to 20 hours a week and during the rest of the year it could as little a 2 hours a week. During trading hours I only take calls from clients with specific questions and the bulk of the work is performed after trading hours conclude. My duties are the preparation of personal tax returns. I am an Enrolled Agent #122270 Daniel Leonard is a licensed insurance agent. (#0B96376)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Whitby Leonard's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

July 14, 2021 - Present

POWERING YOUR RETIREMENT

Office #1: 12657 Alcosta Boulevard Suite 415, San Ramon, CA 94583

RIA

CRD#: 314812

SAN RAMON, CA

Past

February 8, 2016 - November 16, 2021

MARATHON RETIREMENT PLANNING

RIA

CRD#: 281900

SAN RAMON, CA

Past

October 4, 2012 - January 13, 2016

RICE PONTES CAPITAL, INC.

CRD#: 40056

SAN RAMON, CA

Past

August 1, 2012 - January 13, 2016

RICE PONTES CAPITAL, INC.

RIA

CRD#: 40056

SAN RAMON, CA

Past

February 2, 2009 - April 6, 2010

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

CRD#: 7449

VICTORIA,

Past

July 15, 2005 - May 14, 2007

AUGUSTAR DISTRIBUTORS, INC.

CRD#: 41081

CINCINNATI, OH

Past

March 3, 2004 - May 10, 2005

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

March 6, 2001 - August 7, 2003

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

September 15, 1998 - February 9, 2001

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

January 1, 1994 - August 7, 1998

NORTHSTAR DISTRIBUTORS, INC.

CRD#: 20863

STAMFORD, CT

Past

August 24, 1992 - December 20, 1993

NSR DISTRIBUTORS, INC.

CRD#: 20271

ENFIELD, CT

Past

May 22, 1990 - January 28, 1991

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/14/2021)

IAR

Texas
(11/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/29/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/23/1992

General Securities Principal Examination

Current Firm

POWERING YOUR RETIREMENT

POWERING YOUR RETIREMENT | POWERING YOUR RETIREMENT, LLC

CRD#: 314812 / SEC#:

California

Registered Investment Advisory firm - (7/14/2021 Approved)

Texas

Registered Investment Advisory firm - (11/9/2021 Approved)

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Contact information

Main Address

12657 Alcosta Boulevard Suite 415, San Ramon, CA 94583

Mailing Address

231 Market Street Suite #602, San Ramon, CA 94583

Phone number

(925) 726-4015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	194
AUM (Assets Under Management)	$ 80,200,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel W. Leonard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Whitby Leonard's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARATHON RETIREMENT PLANNING

RICE PONTES CAPITAL, INC.

RICE PONTES CAPITAL, INC.

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

AUGUSTAR DISTRIBUTORS, INC.

CAPITAL BROKERAGE CORPORATION

PACIFIC SELECT DISTRIBUTORS, LLC

VOYA FINANCIAL PARTNERS, LLC

NORTHSTAR DISTRIBUTORS, INC.

NSR DISTRIBUTORS, INC.

HIBBARD BROWN & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/2012

SIE

Date: 1/13/2016

Series 7

Date: 10/3/2012

Series 24

Date: 3/23/1992

Current Firm

POWERING YOUR RETIREMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POWERING YOUR RETIREMENT

TRUST BUT VERIFY

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