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Daniel James Meyers

Cookson Peirce Wealth Management

Pittsburgh, PA

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Current Employers
Cookson Peirce Wealth Management

530 William Penn Place, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-07-27
PA RA APPROVED 2013-08-23
  • FL RA
    APPROVED
    Since 2015-07-27
  • PA RA
    APPROVED
    Since 2013-08-23

Branch Locations

530 William Penn Place, Pittsburgh, PA 15219 • 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
Cookson Peirce Investment Management Pittsburgh PA 08/2013 Present
  • 08/2013 → Present
    Cookson Peirce Investment Management
    Pittsburgh, PA
Previous Registrations
  • 2013-05-20 → 2013-07-17
    Pnc Wealth Management Llc
    Pittsburgh, PA
  • 2012-08-01 → 2013-02-21
    Bmo Harris Financial Advisors, Inc.
    Phoenix, AZ
  • 2012-05-31 → 2012-08-01
    M&I Financial Advisors, Inc
    Paradise Valley, AZ
    Sedona, AZ
    Phoenix, AZ
    Surprise, AZ
    Phoenix, AZ
    Phoenix, AZ
  • 2005-07-07 → 2006-01-12
    Ameriprise Financial Services, Llc
    Cannonsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-29
S66 Uniform Combined State Law Examination 2005-07-06
  • S65 Uniform Investment Adviser Law Examination
    2012-05-29
  • S66 Uniform Combined State Law Examination
    2005-07-06
Designations

View on SEC IAPD

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Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

More in Pittsburgh, PA

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