Charles William Daniels

Current Employers

Employment History

• 03/2016 → 06/2017
  New York Life Insurance Company
  Atlanta, GA
• 07/2016 → 06/2017
  Nylife Securities, Llc
  Atlanta, GA
• 07/2017 → 10/2019
  Edward Jones
  St. Louis, MO
• 11/2019 → Present
  Kestra Investment Services, Llc
  Alpharetta, GA
• 11/2019 → Present
  Kestra Advisory Services, Llc
  Alpharetta, GA

Previous Registrations

• 2017-09-06 → 2019-10-28
  Edward Jones
  Atlanta, GA
  St Louis, MO
  Atlanta, GA

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 11/11/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services NAME: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/11/2019 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Investment advisory services NAME: CLARIVISE PRIVATE WEALTH POSITION: Senior Private Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 11800 Amber Park Dr, Suite 240, Alpharetta GA 30009, United States DESCRIPTION: Production. Sales and ongoing administration of financial dashboard service.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-30
• S63 Uniform Securities Agent State Law Examination
  2016-09-14

Other Names

• Billy Daniels
• Charles W Daniels
• Charles William Daniels
• Charles William Daniels
• Charles Daniels