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John Michael Daniel

Softvest Advisors

Abilene, TX

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Current Employers
Softvest Advisors

400 Pine Street Suite 1010, Abilene, TX 79601 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-30
  • TX RA
    APPROVED
    Since 2019-05-30

Branch Locations

400 Pine Street Suite 1010, Abilene, TX 79601 • 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
Softvest Advisors, Llc Abilene TX 01/2019 Present
Softsearch Investment, Lp Abilene TX 11/2016 12/2018
Crestline Investors Inc Fort Worth TX 08/2011 10/2016
  • 01/2019 → Present
    Softvest Advisors, Llc
    Abilene, TX
  • 11/2016 → 12/2018
    Softsearch Investment, Lp
    Abilene, TX
  • 08/2011 → 10/2016
    Crestline Investors Inc
    Fort Worth, TX
Other Businesses

Entity: Debeck LLC Address: 400 Pine Street, Ste 1010, Abilene TX 79601 Nation of business: Family partnership (non-investment related) Title: Manager (since 2019). Role: Accounting/administration, only absorbs a few hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-30
  • S65 Uniform Investment Adviser Law Examination
    2019-05-30

View on SEC IAPD

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