Best Investors Account Sign in
Inactive

Daniel Ray West

West Financial Planning

Cherry Valley, NY

Claim This Profile
Current Employers
West Financial Planning

Cherry Valley, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-05
  • NY RA
    APPROVED
    Since 2021-10-05

Branch Locations

Cherry Valley, NY • 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
West Financial Planning Cherry Valley NY 06/2008 Present
United States Postal Service Cherry Valley NY 06/2012 08/2021
H&R Block Cherry Valley NY 01/2020 06/2021
  • 06/2008 → Present
    West Financial Planning
    Cherry Valley, NY
  • 06/2012 → 08/2021
    United States Postal Service
    Cherry Valley, NY
  • 01/2020 → 06/2021
    H&R Block
    Cherry Valley, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-07
  • S65 Uniform Investment Adviser Law Examination
    2008-06-07
Designations

View on SEC IAPD

More in Cherry Valley, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor