Clay Donald Daniels

Current Employers

Daniels & Erickson Financial Advisors, Llc

5323 Spring Valley Rd, Suite 250, Dallas, TX 75254 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2004-09-08

TX RA
APPROVED

Since 2004-09-08

Branch Locations

5323 Spring Valley Rd, Suite 250, Dallas, TX 75254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Daniels & Erickson, P.C.	Dallas	TX	01/2001	Present
Daniels & Erickson Financial Advisors, Llc	Dallas	TX	01/2002	Present

01/2001 → Present

Daniels & Erickson, P.C.

Dallas, TX
01/2002 → Present

Daniels & Erickson Financial Advisors, Llc

Dallas, TX

Other Businesses

NAME: DANIELS & ERICKSON, P.C. NON INVESTMENT RELATED. ADDRESS: 12222 MERIT DRIVE, SUITE 880 DALLAS, TX 75251. POSITION: Accountant. START DATE: 01/01/2001 HOURS DEVOTED: 120 HRS/MONTH ALL DURING TRADING HOURS. DUTIES: PRACTICE MANAGEMENT, TAX PLANNING AND TAX RETURN REVIEW

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-09-07

S65 Uniform Investment Adviser Law Examination

2004-09-07

View on SEC IAPD

Current Employers

Daniels & Erickson Financial Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

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