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Daniel Carlton

Vaquero Private Wealth, Ltd.

Dallas, TX

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Current Employers
Vaquero Private Wealth, Ltd.

8111 Douglas Avenue Suite 1350, Dallas, TX 75225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-17
  • TX RA
    APPROVED
    Since 2023-10-17

Branch Locations

8111 Douglas Avenue Suite 1350, Dallas, TX 75225 • 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
Axa Advisors, Llc New York NY 08/2019 11/2019
Texas Christian University Fort Worth TX 08/2015 05/2019
First Command Financial Services Fort Worth TX 05/2018 08/2018
Expeditors International Seattle WA 05/2017 08/2017
Unemployed Dallas TX 05/2019 08/2019
Goldman Sachs & Company Dallas TX 11/2019 11/2022
Vaquero Private Wealth Ltd. Dallas TX 11/2022 Present
  • 08/2019 → 11/2019
    Axa Advisors, Llc
    New York, NY
  • 08/2015 → 05/2019
    Texas Christian University
    Fort Worth, TX
  • 05/2018 → 08/2018
    First Command Financial Services
    Fort Worth, TX
  • 05/2017 → 08/2017
    Expeditors International
    Seattle, WA
  • 05/2019 → 08/2019
    Unemployed
    Dallas, TX
  • 11/2019 → 11/2022
    Goldman Sachs & Company
    Dallas, TX
  • 11/2022 → Present
    Vaquero Private Wealth Ltd.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-17
Other Names
  • Daniel Carlton
  • Daniel Berne Carlton

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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