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Gregory Daniel Van Wyk

Daniel Investment Associates, LLC

Santa Barbara, CA

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Current Employers
Daniel Investment Associates, Llc

923 Saint Vincent Avenue Suite B, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-05-24
  • CA RA
    APPROVED
    Since 2011-05-24

Branch Locations

923 Saint Vincent Avenue Suite B, Santa Barbara, CA 93101 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Daniel Investment Associates, Llc Santa Barbara CA 03/2011 Present
Kobo Wealth Conservancy Honolulu HI 03/2015 03/2020
Previous Registrations
  • 2015-03-20 → 2020-03-31
    Kobo Wealth Conservancy
    Santa Barbara, CA
    Honolulu, HI
  • 2012-11-14 → 2015-06-01
    Fiduciary Investment Council, Llc
    Santa Barbara, CA
  • 2009-08-20 → 2011-03-29
    Pacific Pointe Advisors Llc
    Santa Barbara, CA
  • 2003-01-17 → 2009-09-24
    Manchester Capital Management Llc
    Montecito, CA
  • 2002-10-31 → 2002-12-31
    Manchester Capital Management Llc
    Montecito, CA
Other Businesses

GREG D. VAN WYK MAINTAINS HIS CERTIFICATION AS AN ACCOUNTANT (CPA) BUT IS INACTIVE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-29
  • S65 Uniform Investment Adviser Law Examination
    2002-08-29
Other Names
  • Gregory Daniel Van Wyk

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
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SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
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