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Daniel Peyton Harvey

Dh Asset Management, LLC

Parker, TX

CRD 4700984

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Employer firm

Dh Asset Management, LLC CRD 300698

$36.4M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Dh Asset Management, Llc

Parker, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-23
  • TX RA
    APPROVED
    Since 2019-05-23

Branch Locations

Parker, TX • 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
Patronus Advisors Dallas TX 04/2008 04/2019
Dh Asset Management, Llc Parker TX 01/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-10
S66 Uniform Combined State Law Examination 2003-12-10
  • S65 Uniform Investment Adviser Law Examination
    2008-05-10
  • S66 Uniform Combined State Law Examination
    2003-12-10
Other Names
  • Daniel Harvey

View on SEC IAPD

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