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Daniel Joseph Bolan

Allworth Financial, L.P.

Glenview, IL

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-03-11
  • IL RA
    APPROVED
    Since 2024-03-11

Branch Locations

4350 Di Paolo Center Suite B, Glenview, IL 60025 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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 Wealth Management Oak Brook IL 03/2016 07/2020
Fnbc Bank & Trust La Grange IL 07/2020 07/2023
83Rd St. Wealth Management, Llc La Grange IL 09/2023 11/2023
Aw Securities Folsom CA 03/2024 Present
Unemployed Lagrange Park IL 12/2023 02/2024
  • 03/2016 → 07/2020
    Charles Schwab Wealth Management
    Oak Brook, IL
  • 07/2020 → 07/2023
    Fnbc Bank & Trust
    La Grange, IL
  • 09/2023 → 11/2023
    83Rd St. Wealth Management, Llc
    La Grange, IL
  • 03/2024 → Present
    Aw Securities
    Folsom, CA
  • 12/2023 → 02/2024
    Unemployed
    Lagrange Park, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-05
S65 Uniform Investment Adviser Law Examination 2011-06-20
S63 Uniform Securities Agent State Law Examination 2000-10-30
  • S66 Uniform Combined State Law Examination
    2023-12-05
  • S65 Uniform Investment Adviser Law Examination
    2011-06-20
  • S63 Uniform Securities Agent State Law Examination
    2000-10-30
Designations
Other Names
  • Daniel J Bolan

View on SEC IAPD

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