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Inactive

Daniel Erik Milks

Fiduciary Organization, LLC

Greenville, SC

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Current Employers
Fiduciary Organization, Llc

217 West Stone Ave, Greenville, SC 29609 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-05
UT RA APPROVED 2025-03-25
NC RA APPROVED 2024-11-13
  • SC RA
    APPROVED
    Since 2026-01-05
  • UT RA
    APPROVED
    Since 2025-03-25
  • NC RA
    APPROVED
    Since 2024-11-13

Branch Locations

217 West Stone Ave, Greenville, SC 29609 • 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
Wells Fargo Advisors, Llc Greenville SC 11/2015 11/2016
Wells Fargo Clearing Services Greenville SC 11/2015 06/2018
Woodmark Wealth Management, Llc Greenville SC 12/2018 05/2022
Unemployed Greenville SC 06/2018 01/2019
Wells Fargo Advisors Greenville SC 10/2015 06/2018
Sovereign Financial Greenville SC 05/2022 03/2023
Fiduciary Organization, Llc Greenville SC 03/2023 Present
Fiduciary Organization, Llc Greenville SC 06/2023 Present
  • 11/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Greenville, SC
  • 11/2015 → 06/2018
    Wells Fargo Clearing Services
    Greenville, SC
  • 12/2018 → 05/2022
    Woodmark Wealth Management, Llc
    Greenville, SC
  • 06/2018 → 01/2019
    Unemployed
    Greenville, SC
  • 10/2015 → 06/2018
    Wells Fargo Advisors
    Greenville, SC
  • 05/2022 → 03/2023
    Sovereign Financial
    Greenville, SC
  • 03/2023 → Present
    Fiduciary Organization, Llc
    Greenville, SC
  • 06/2023 → Present
    Fiduciary Organization, Llc
    Greenville, SC
Previous Registrations
  • 2022-07-07 → 2023-07-03
    Oneascent Financial Services Llc
    Birmingham, AL
    Greenville, SC
  • 2019-02-14 → 2022-10-05
    Woodmark Wealth Management, Llc
    Greenville, SC
  • 2015-11-16 → 2018-07-03
    Wells Fargo Clearing Services, Llc
    Greenville, SC
    Greenville, SC
    Greenville, SC
  • 2015-04-22 → 2015-11-24
    Waddell & Reed
    Greenville, SC
    Columbia, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-21
  • S66 Uniform Combined State Law Examination
    2015-04-21
Designations

View on SEC IAPD

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THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
GOEPPER BURKHARDT LLC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
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Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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