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Current Employers
Smead Capital Management, Inc.

2502 East Camelback Road Suite 210, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-07-07
  • AZ RA
    APPROVED
    Since 2020-07-07

Branch Locations

2777 E. Camelback Rd Suite 375, Phoenix, AZ 85016 • 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
Edward Jones Tempe AZ 12/2011 05/2018
Smead Capital Management, Inc. Phoenix AZ 05/2020 Present
Alps Distributors, Inc. Denver CO 05/2020 05/2020
Unemployed Phoenix AZ 05/2018 05/2020
Distribution Services, Llc Phoenix AZ 06/2020 12/2025
Smead Funds Distributors, Llc Phoenix AZ 12/2025 Present
  • 12/2011 → 05/2018
    Tempe, AZ
  • 05/2020 → Present
    Phoenix, AZ
  • 05/2020 → 05/2020
    Alps Distributors, Inc.
    Denver, CO
  • 05/2018 → 05/2020
    Unemployed
    Phoenix, AZ
  • 06/2020 → 12/2025
    Distribution Services, Llc
    Phoenix, AZ
  • 12/2025 → Present
    Smead Funds Distributors, Llc
    Phoenix, AZ
Previous Registrations
Other Businesses

Smead Capital Management, Inc.; Investment Related; Phoenix, AZ; Registered Investment Advisor; Vice President - Operations; Start Date 5/2020; 160 Hrs Per Month; Vice President for Smead Capital Management, Inc Operations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-01
  • S66 Uniform Combined State Law Examination
    2015-07-01
Other Names
  • Daniel Marshall
  • Daniel Charles Marshall

View on SEC IAPD

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