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Daniel Joseph Palmer

Awh Financial, LLC

Bala Cynwyd, PA

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Current Employers
Awh Financial, Llc

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-01
  • TX RA
    APPROVED_RES
    Since 2025-12-01

Branch Locations

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • 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
Marquardt Law Firm San Antonio TX 01/2020 Present
The Law Office Of Daniel J. Palmer San Antonio & Corpus Christi TX 01/2014 01/2020
Awh Financial, Llc Bala Cynwyd PA 11/2025 Present
  • 01/2020 → Present
    Marquardt Law Firm
    San Antonio, TX
  • 01/2014 → 01/2020
    The Law Office Of Daniel J. Palmer
    San Antonio & Corpus Christi, TX
  • 11/2025 → Present
    Awh Financial, Llc
    Bala Cynwyd, PA
Other Businesses

Name: Marquardt Law Firm, Investment Related: No, Address: Same, Nature: Attorney and Counselor at Law, Position: Partner, Hours per Month: 40+. Hours Devoted During Trading Hours: 40+, Duties: Estate Planning

View on SEC IAPD

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