Daniel Harold Lahaie

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-07-19
OH	RA	APPROVED	2016-09-12

TX RA
APPROVED

Since 2022-07-19
OH RA
APPROVED

Since 2016-09-12

Branch Locations

7300 Whipple Avenue Nw Suite 7, North Canton, OH 44720 • 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
Lpl Financial Llc	Canton	OH	05/2011	09/2016
Raymond James Financial Services, Inc.	North Canton	OH	09/2016	Present
Raymond James Financial Services Advisors Inc.	North Canton	OH	09/2016	Present
Wright Lahaie Jarvis Wealth Advisors	Canton	OH	06/2019	Present

05/2011 → 09/2016

Lpl Financial Llc

Canton, OH
09/2016 → Present

Raymond James Financial Services, Inc.

North Canton, OH
09/2016 → Present

Raymond James Financial Services Advisors Inc.

North Canton, OH
06/2019 → Present

Wright Lahaie Jarvis Wealth Advisors

Canton, OH

Previous Registrations

2011-05-17 → 2016-09-12

Independent Financial Partners

Canton, OH

Canton, OH
2005-10-07 → 2011-05-20

Kestra Investment Services, Llc

Canton, OH

Canton, OH
2011-05-03 → 2011-05-03

Lpl Financial Llc

Canton, OH

Tampa, FL

Canton, OH

Canton, OH

Other Businesses

(1)Name of Business: CJL Real Estate LLC Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720-7159, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and partner of rental real estate located at 7300 Whipple Ave NW, N Canton, OH 44720 (2)Name of Business: Wright.LaHaie.Jarvis Wealth Advisors Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Advisor

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-07-01

S63 Uniform Securities Agent State Law Examination

1998-07-01

Designations

Certified Financial Planner

Other Names

Dan Harold Lahaie

View on SEC IAPD