Danielle N Woods

Current Employers

Propel Financial Advisors, Llc

Chicago, IL • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2024-02-12
NY	RA	APPROVED	2022-03-11
TN	RA	APPROVED	2019-04-15
IL	RA	APPROVED	2018-12-06

LA RA
APPROVED

Since 2024-02-12
NY RA
APPROVED

Since 2022-03-11
TN RA
APPROVED

Since 2019-04-15
IL RA
APPROVED

Since 2018-12-06

Branch Locations

Chicago, IL • United States

Maryville, TN • 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
Mitchell, Vaught And Taylor Inc	Chicago	IL	05/2011	12/2018
Dw Agosto Tax Planning Llc	Maryville	TN	01/2016	Present
Dw Lenski Law Group	Maryville	TN	05/2018	11/2021
Merriment Advisors, Llc	Chicago	IL	10/2018	Present

05/2011 → 12/2018

Mitchell, Vaught And Taylor Inc

Chicago, IL
01/2016 → Present

Dw Agosto Tax Planning Llc

Maryville, TN
05/2018 → 11/2021

Dw Lenski Law Group

Maryville, TN
10/2018 → Present

Merriment Advisors, Llc

Chicago, IL

Previous Registrations

2011-09-23 → 2018-12-11

Mitchell Vaught & Taylor Inc

Chicago, IL

Maryville, TN
2001-09-19 → 2008-12-12

Mitchell Vaught & Taylor Inc

Naperville, IL

Chicago, IL
2001-09-19 → 2002-12-31

Mitchell Vaught & Taylor Inc

Naperville, IL

Other Businesses

DW Agosto Tax Planning LLC, not investment related, 576 South Foothills Plaza Dr, #133, Maryville TN, tax planning and preparation, owner since 01/2016, 10 hours monthly, 10 during securities trading hours, tax planning and preparation.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-09-10

S65 Uniform Investment Adviser Law Examination

2001-09-10

Other Names

Danielle N Taylor

View on SEC IAPD