Best Investors Account Sign in

Daniel Lee Watnee

Destra Capital Advisors LLC

Bozeman, MT

Mount Dora, FL

Claim This Profile
Current Employers
Destra Capital Advisors Llc

443 N. Willson Avenue, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
AZ RA APPROVED 2018-11-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • AZ RA
    APPROVED
    Since 2018-11-01

Branch Locations

443 N. Willson Avenue, Bozeman, MT 59715 • United States

Mount Dora, FL • 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
Stratera Holdings Llc Dallas TX 07/2017 03/2018
Cim Securities, Llc Centennial CO 02/2017 07/2017
Unemployed Scottsdale AZ 06/2016 12/2016
Pvg Asset Management Denver CO 12/2016 07/2017
Destra Capital Investments Llc Bozeman MT 05/2018 Present
Destra Capital Advisors, Llc Bozeman MT 05/2018 Present
  • 07/2017 → 03/2018
    Stratera Holdings Llc
    Dallas, TX
  • 02/2017 → 07/2017
    Cim Securities, Llc
    Centennial, CO
  • 06/2016 → 12/2016
    Unemployed
    Scottsdale, AZ
  • 12/2016 → 07/2017
    Pvg Asset Management
    Denver, CO
  • 05/2018 → Present
    Destra Capital Investments Llc
    Bozeman, MT
  • 05/2018 → Present
    Destra Capital Advisors, Llc
    Bozeman, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-30
S63 Uniform Securities Agent State Law Examination 2005-10-14
  • S65 Uniform Investment Adviser Law Examination
    2018-10-30
  • S63 Uniform Securities Agent State Law Examination
    2005-10-14
Other Names
  • Dan Watnee

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
VALUE PARTNERS LLC
VALIC FINANCIAL ADVISORS, INC.
BITTERROOT CAPITAL ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
MONTANA INVESTMENT ADVISORS INC
EAGLE STRATEGIES LLC
XYPN INVEST

Other Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT
ANDREW STEWART MARTZLOFF
Keith A Gertsen
CARL WADE GARDINER
Lori Katherine Pilon
BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

More in Bozeman, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor