Daniel Kent De Mille

Employer firm

Three Seasons Wealth CRD 326517

$1.23B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2016 → 02/2020
  E*Trade Securities Llc
  Sandy, UT
• 07/2016 → 02/2020
  E*Trade Capital Management Llc
  Sandy, UT
• 02/2020 → 06/2020
  E*Trade Securities Llc
  Sandy, UT
• 02/2020 → 06/2020
  E*Trade Capital Management Llc
  Sandy, UT
• 06/2020 → 06/2024
  E*Trade Securities Llc
  Sandy, UT
• 06/2020 → 06/2024
  E*Trade Capital Management Llc
  Sandy, UT
• 02/2023 → 06/2024
  Morgan Stanley
  Sandy, UT
• 09/2023 → 06/2024
  Morgan Stanley
  Sandy, UT
• 09/2023 → 06/2024
  Morgan Stanley
  Sandy, UT
• 06/2024 → Present
  Three Seasons Wealth
  Salt Lake City, UT
• 06/2024 → Present
  Mhl Investments
  Midvale, UT

Previous Registrations

• 2023-09-05 → 2024-06-11
  Morgan Stanley
  Sandy, UT
• 2014-05-22 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Sandy, UT

Exams

• S66 Uniform Combined State Law Examination
  2014-05-21
• S63 Uniform Securities Agent State Law Examination
  2012-03-30

Other Names

• Daniel Kent Demille