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DANIEL WHITBY LEONARD
CRD#: 2055289
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Investment Adviser
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Previous Broker
POWERING YOUR RETIREMENTCRD#: 314812 2303 CAMINO RAMON
SUITE 135
SAN RAMON, CA 94583
Registration History
199019952000200520102015202020252 FIRMS2012 - 2016 (3 years)IAPOWERING YOUR RETIREMENT (CRD# 314812)2021 - Present (3 years)BCANACCORD FINANCIAL (USA) INC. (CRD# 7449)2009 - 2010 (1 year)BOHIO NATIONAL EQUITIES, INC. (CRD# 41081)2005 - 2007 (1 year)BCAPITAL BROKERAGE CORPORATION (CRD# 10465)2004 - 2005 (1 year)BPACIFIC SELECT DISTRIBUTORS, INC. (CRD# 4452)2001 - 2003 (2 years)BAETNA INVESTMENT SERVICES, LLC (CRD# 34815)1998 - 2001 (2 years)BNORTHSTAR DISTRIBUTORS, INC. (CRD# 20863)1994 - 1998 (4 years)BNSR DISTRIBUTORS, INC. (CRD# 20271)1992 - 1993 (1 year)BHIBBARD BROWN & CO., INC. (CRD# 18246)1990 - 1991 (<1 year)IAMARATHON RETIREMENT PLANNING (CRD# 281900)2016 - 2021 (5 years)
License(s)

State Registrations

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California 7/14/2021

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Texas 11/9/2021

Current Registration(s)
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POWERING YOUR RETIREMENT (CRD#:314812)
2303 CAMINO RAMON SUITE 135, SAN RAMON, CA 94583
Registered with this firm since 7/14/2021

Previous Registration(s)
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02/08/2016 - 11/16/2021 MARATHON RETIREMENT PLANNING (CRD#:281900) SAN RAMON, CA
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08/01/2012 - 01/13/2016 RICE PONTES CAPITAL, INC. (CRD#:40056) SAN RAMON, CA
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10/04/2012 - 01/13/2016 RICE PONTES CAPITAL, INC. (CRD#:40056) SAN RAMON, CA
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02/02/2009 - 04/06/2010 CANACCORD FINANCIAL (USA) INC. (CRD#:7449) VICTORIA
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07/15/2005 - 05/14/2007 OHIO NATIONAL EQUITIES, INC. (CRD#:41081) CINCINNATI, OH
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03/03/2004 - 05/10/2005 CAPITAL BROKERAGE CORPORATION (CRD#:10465) GLEN ALLEN, VA
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03/06/2001 - 08/07/2003 PACIFIC SELECT DISTRIBUTORS, INC. (CRD#:4452) NEWPORT BEACH, CA
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09/15/1998 - 02/09/2001 AETNA INVESTMENT SERVICES, LLC (CRD#:34815) WINDSOR, CT
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01/01/1994 - 08/07/1998 NORTHSTAR DISTRIBUTORS, INC. (CRD#:20863) STAMFORD, CT
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08/24/1992 - 12/20/1993 NSR DISTRIBUTORS, INC. (CRD#:20271) ENFIELD, CT
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05/22/1990 - 01/28/1991 HIBBARD BROWN & CO., INC. (CRD#:18246)
FINRA expelled the firm on 02/22/1996
NEW YORK, NY
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Disclosures
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