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Daniel Bates

Clearwater Advisors, LLC

Boise, ID

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Current Employers
Clearwater Advisors, Llc

101 S. Capitol Blvd Suite 1201, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-05-15
  • ID RA
    APPROVED
    Since 2018-05-15

Branch Locations

101 S. Capitol Blvd Suite 1201, Boise, ID 83702 • 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
Goldman Sachs & Co. New York NY 03/2015 04/2018
Clearwater Advisors, Llc Boise ID 04/2018 05/2018
Clearwater Advisors, Llc Boise ID 05/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-15
  • S65 Uniform Investment Adviser Law Examination
    2018-05-15
Other Names
  • Daniel Bates

View on SEC IAPD

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INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
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