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Daniel Omeara Mcnamara

Charles Schwab & Co., Inc.

Traverse City, MI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-11-10
  • MI RA
    APPROVED
    Since 2015-11-10

Branch Locations

215 Washington Street Suite 1B, Traverse City, MI 49684 • 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
Charles Schwab & Co., Inc. Traverse City MI 11/2015 Present
Tccsibl Inc Traverse City MI 03/2016 Present
Previous Registrations
Other Businesses

TCCSIBL INC | START DATE: 03/15/2016 | TRAVERSE CITY, MI | NOT INVESTMENT RELATED | PRESIDENT | EXPENSE AND PAYROLL MANAGEMENT TO MAINTAIN FRANCHISE | LESS THAN 20 HOURS PER MONTH - 0 DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-22
  • S66 Uniform Combined State Law Examination
    2015-12-22
Designations
Other Names
  • Daniel O Mcnamara

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI
REHMANN WEALTH · TRAVERSE CITY, MI

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