Daniel Graham Henry

Employer firm

Endeavor Capital Management, LLC CRD 330251

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 11/2019
  J.P. Morgan Securities Llc
  Chicago, IL
• 01/2020 → Present
  Iht Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2020-03-11 → 2024-10-11
  Iht Wealth Management Llc
  Oakbrook Terrace, IL
  Chicago, IL
• 2012-10-01 → 2019-11-25
  J.P. Morgan Securities Llc
  Chicago, IL
  Carol Stream, IL
• 2008-02-01 → 2012-10-01
  Chase Investment Services Corp.
  Chicago, IL
• 2007-08-23 → 2007-09-25
  Waddell & Reed
  Savage, MN

Other Businesses

Vedder Price, PC. 222 North LaSalle St., Ste. 2600, Chicago, IL 60515. Training and onboarding of new hires. This is NOT investment related. The approximate number of hours during the month is 35. Of those, approximately 20 are during market trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-22