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Inactive

Donald Austin Mcdaniel

Allworth Financial, L.P.

Albuquerque, NM

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-06-02
  • NM RA
    APPROVED
    Since 2022-06-02

Branch Locations

7601 Jefferson Street Ne Suite 360, Albuquerque, NM 87109 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
OrganizationCityStateFromTo
Uasnm, Inc. D/B/A Uas Wealth Advisors Albuquerque NM 04/2012 06/2022
Allworth Financial, L.P. Albuquerque NM 06/2022 Present
  • 04/2012 → 06/2022
    Uasnm, Inc. D/B/A Uas Wealth Advisors
    Albuquerque, NM
  • 06/2022 → Present
    Allworth Financial, L.P.
    Albuquerque, NM
Previous Registrations
  • 2014-01-17 → 2022-06-30
    Uas Wealth Advisors
    Albuquerque, NM
  • 2011-03-23 → 2012-04-16
    Bancwest Investment Services, Inc.
    Albuquerque, NM
    Albuquerque, NM
    Rio Rancho, NM
    Albuquerque, NM
    Albuquerque, NM
    Albuquerque, NM
    Albuquerque, NM
    Albuquerque, NM
    Los Lunas, NM
    Los Lunas, NM
    Rio Rancho, NM
  • 2010-12-03 → 2011-04-13
    The Mcdaniel Group
    Albuquerque, NM
  • 2011-01-21 → 2011-03-22
    Wilbanks Securities Advisory
    Albuquerque, NM
    Oklahoma City, OK
  • 2006-07-05 → 2007-11-16
    Raymond James Financial Services, Inc.
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-18
S63 Uniform Securities Agent State Law Examination 2000-06-02
  • S65 Uniform Investment Adviser Law Examination
    2005-08-18
  • S63 Uniform Securities Agent State Law Examination
    2000-06-02
Designations
Other Names
  • Donald Mcdaniel

View on SEC IAPD

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