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Daniel Mcclain Hudspeth

Bna Wealth

Rock Hill, SC

CRD 7170972

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Employer firm

Bna Wealth CRD 39326

$620M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • ESTATE PLANNING

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

Current Employers
Bna Wealth

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-30
SC RA APPROVED 2025-01-17
  • NC RA
    APPROVED
    Since 2025-01-30
  • SC RA
    APPROVED
    Since 2025-01-17

Branch Locations

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • 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
Honda Cars Of Rock Hill Rock Hill SC 05/2016 11/2018
Jessica Ross State Farm Charlotte NC 12/2018 04/2019
Mcshane Partners Charlotte NC 05/2019 12/2024
York Technical College Rock Hill SC 01/2015 05/2017
Winthrop University Rock Hill SC 08/2017 05/2019
Waverly Advisors, Llc Charlotte NC 04/2024 12/2024
Bna Wealth Rock Hill SC 01/2025 Present
  • 05/2016 → 11/2018
    Honda Cars Of Rock Hill
    Rock Hill, SC
  • 12/2018 → 04/2019
    Jessica Ross State Farm
    Charlotte, NC
  • 05/2019 → 12/2024
    Mcshane Partners
    Charlotte, NC
  • 01/2015 → 05/2017
    York Technical College
    Rock Hill, SC
  • 08/2017 → 05/2019
    Winthrop University
    Rock Hill, SC
  • 04/2024 → 12/2024
    Waverly Advisors, Llc
    Charlotte, NC
  • 01/2025 → Present
    Bna Wealth
    Rock Hill, SC
Previous Registrations
  • 2019-11-21 → 2024-12-13
    Mcshane Partners
    Charlotte, NC
  • 2024-05-03 → 2024-12-13
    Waverly Advisors, Llc
    Birmingham, AL
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-21
  • S65 Uniform Investment Adviser Law Examination
    2019-11-21
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
INTENTIONAL
ADVISORY SERVICES NETWORK

Nearby Investors

BERNARD NEAL ACKERMAN
Adam Eric Ackerman
Gavin Mark Gochnour

Nearby Offices

EDWARD JONES · Rock Hill, SC
INTENTIONAL · FORT MILL, SC
ADVISORY SERVICES NETWORK · Fort Mill, SC

More in Rock Hill, SC

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