Dan Edward Wagner

Current Employers

Employment History

• 05/2014 → Present
  Wealth Management Advisors, Llc
  Greenville, SC
• 01/2007 → Present
  Wagner Wealth Management
  Anderson, SC
• 05/2014 → 04/2021
  Triad Advisors, Inc.
  Norcross, GA
• 04/2021 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2007-01-08 → 2014-05-19
  Ic Advisory Services, Inc.
  Bedminster, NJ
  Anderson, SC
• 2005-01-07 → 2007-01-30
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Anderson, SC

Other Businesses

1)WAGNER WEALTH MANAGEMENT,LLC;INVESTMENT RELATED; 3 Legacy Park Rd, Ste A, Greenville, SC; INVESTMENT RELATED ACTIVITIES;SOLE PROPRIETOR;11/2006;25 HRS/MONTH;PRESIDENT/SOLE PROPRIETOR 2)WEALTH MANAGEMENT ADVISORS,LLC;INVESTMENT RELATED; 3 Legacy Park Rd, Ste A, Greenville, SC; INVESTMENT/FINANCIAL SERVICES;PRESIDENT/OWNER;5/2014;60 HRS/MONTH;3 HRS DURING TRADING;RIA DUTIES 3)DEW HOLDINGS LLC;INVESTMENT RELATED; 206 WELLING CIRCLE,GREENVILLE,SC 29607;HOLDING COMPANY FOR INVESTMENT-RELATED SERVICES;PRESIDENT;OCTOBER;25 HRS/MONTH;1 HR DURING TRADING;OVERSEE FIRMS INVESTMENT RELATED ACTIVITIES ACTIVITIES 4)INSURANCE SALES;NOT INVESTMENT RELATED; 301 SOUTH MCDUFFIE ST,ANDERSON,SC;INSURANCE SALES;INSURANCE SALES;1/2000;10 HRS/MONTH;0 HRS DURING TRADING;LIFE INSURANCE SALES 5)PINESTRAW NATIONAL LLC;INVESTMENT RELATED; 3 Legacy Park Rd, Ste A, Greenville, SC; REAL ESTATE;MEMBER;7/22/2015;1 HR/MONTH;1 HR DURING TRADING;INVESTOR 6)DJ Wealth Holdings LLC; investment related; 3 Legacy Park Rd, Ste A, Greenville, SC; REAL ESTATE;MEMBER;7/22/2015;1 HRS/MONTH;1 HRS DURING TRADING;MEMBER 7)J&D Baxter Ventures LLC; not investment related; 206 Welling Circle, Greenville, SC 29607;real estate holding co;secretary,member;6/1998;1 hr/month;1 hr during trading; identify property, review documents; 8) Cup of Joe LLC; 3 Legacy Park Rd Suite A; No not investment related; Coffee Sales; Co owner; 10/2017; 1 hour per month; 0 hours per trade day; Consulting, Financial contributions; 9) Coffee Unlimited LLC; 3 Legacy Park Rd Suite A; No Not investment related; Coffee Sales; Co-worker; 10/2017; 1 hour per month; 0 hours per trade day; Consulting, Financial Contribution; 10)Bucket List Capital, LLC; investment related;3 Legacy Park Rd, Suite 3A; passive investment, private co;member;9/21/2018; 0 hrs/month; 0 hrs during trading; passive 11)Research Park LLC; not investment related;206 Welling Circle, Greenville, SC 29607;real estate;owner;10/19/2018;1 hr/month;0 hrs during trading; owner, pay taxes and upkeep 12)KTW LLC,Is Not Investment Related,"206 Welling Cir, Greenville, SC 29607, Greenville, SC, 29607, United States, Sales/Distribution,owner,2023-01-25,2 hours per month,0 hours per month during trading hours, Other Compensation, No compensation other than equity 13)Wagner Business and Tax Solutions, Is Not Investment Related,"3 Legacy Park Rd Suite A, , Greenville, SC, 29607, United States", Bookkeeping and Accounting,Owner,3/4/2026,1 hours per month,0 hours per month during trading hours, Other Compensation, Owner profit distributions only

Exams

• S66 Uniform Combined State Law Examination
  2005-01-04
• S63 Uniform Securities Agent State Law Examination
  1997-05-16

Other Names

• Dan Edward Wagner
• Dan E Wagner