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James Adam Daniel

The Advisory Firm

Alpharetta, GA

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Current Employers
The Advisory Firm

12600 Deerfield Parkway Suite 100, Alpharetta, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2012-11-10
  • GA RA
    APPROVED
    Since 2012-11-10

Branch Locations

12600 Deerfield Parkway Suite 100, Alpharetta, GA 30004 • 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
The Advisory Firm, Llc Alpharetta GA 03/2006 Present
  • 03/2006 → Present
    The Advisory Firm, Llc
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-14
  • S66 Uniform Combined State Law Examination
    2002-08-14
Designations

View on SEC IAPD

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