Inactive

Daniel Barad Eller

Wms Wealth Planners

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Current Employers

Wms Wealth Planners

17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-01-11

PA RA
APPROVED

Since 2023-01-11

Branch Locations

17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • 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

Organization	City	State	From	To
Wms Wealth Planners	Pittsburgh	PA	01/2020	Present
Aesthetic Skin And Laser Center	Pittsburgh	PA	05/2017	12/2019
Unemployed	Pittsburgh	PA	08/2016	04/2017
Full Time Student	Pittsburgh	PA	01/2018	04/2019

01/2020 → Present

Wms Wealth Planners

Pittsburgh, PA
05/2017 → 12/2019

Aesthetic Skin And Laser Center

Pittsburgh, PA
08/2016 → 04/2017

Unemployed

Pittsburgh, PA
01/2018 → 04/2019

Full Time Student

Pittsburgh, PA

Designations

View on SEC IAPD

Other Firms

ALLEGHENY FINANCIAL GROUP

ALLEGHENY INVESTMENTS

ANALYTX CAPITAL MANAGEMENT LP

LPL FINANCIAL LLC

DS WEALTH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WESBANCO SECURITIES, INC.

Other Investors

BRANDON JAMES HAYNES

DARIN BRYCE HAWN

JOSEPH ADAM MARSTELLAR

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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