Randall Gray Daniel

Employer firm

Center For Wealth Management Advisory CRD 171221

$228M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• HOURLY CONSULTING

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

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

Current Employers

Employment History

• 01/2015 → 07/2017
  Cambridge Investment Research Inc
  Fairfield, IA
• 01/2015 → 07/2017
  Cambridge Investment Research Advisors Inc
  Fairfield, IA
• 07/2017 → 12/2020
  Lpl Financial Llc
  Middletown, OH
• 06/2017 → Present
  Center For Wealth Management Llc
  Tampa, FL

Previous Registrations

• 2015-01-26 → 2017-08-14
  Cambridge Investment Research Advisors, Inc.
  Cincinnati, OH
• 2013-09-04 → 2015-02-05
  Msi Financial Services, Inc.
  Cincinnati, OH
• 2010-04-12 → 2013-07-30
  Edward Jones
  Miamisburg, OH
  Miamisburg, OH
  St Louis, MO
  Bellbrook, OH
• 2007-04-02 → 2008-11-18
  Private Client Services, Llc
  Louisville, KY
• 2007-03-09 → 2008-04-15
  Woodbury Financial Services, Inc.
  Cincinnati, OH
• 2006-11-30 → 2007-03-06
  On Investment Management Co
  Centerville, OH
  Cincinnati, OH

Other Businesses

1) 08/16/2017-Center for Wealth Management LLC-Investment related-At reported business location(s)-Registered Investment Advisor Hybrid-start 06/20/2017- Hours per month 160/ hours during trading 40-Time spent percent 100%-I provide investment advisory services through Center for Wealth Management, LLC, an independent investment advisor firm. I started this business activity in August 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2) 4/17/2025- Relief for Kids in Haiti ; Board Member; Not Investment Related; 7745 Riata Place Zephyhills FL 33541; Non-profit organization that operates a school and orphanage in Haiti; Start date with business: 2024-06-04; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Charles McEndree. 3) name; Daniel Family Estate, LLC investment-related; no address; 2172 Milling Rd Mocksville NC 27028 USA; nature business; Family LLC set up to oversee the disposition of our family property position; LLC owner/member start date; 2024-07-02 hours/month devoted to business; 0 hours devoted to business during securities trading hours; 0 duties; I am one of five siblings who set up the LLC to sale our family property

Exams

• S66 Uniform Combined State Law Examination
  2004-12-22

Other Names

• Randy Daniel