Daniel Andrew Vise

Current Employers

Employment History

• 11/2003 → Present
  Fg Wealth Management
  Tulsa, OK
• 07/2008 → Present
  Wvn Properties Llc/The Professional Building Of Bartlesville
  Tulsa, OK
• 01/2017 → Present
  Daniel A Vise Llc
  Tulsa, OK

Previous Registrations

• 2013-02-20 → 2013-12-31
  Onyx Wealth Advisors, Inc.
  Bartlesville, OK
• 2005-02-08 → 2005-12-31
  Brecek & Young Advisors, Inc.
  Folsom, CA
  Bartlesville, OK
  Bartlesville, OK
• 2000-05-31 → 2005-02-09
  Equitable Advisors, Llc
  Bartlesville, OK

Other Businesses

(1) WVN Properties, LLC; Non-securities investment related; 6106 S Gary Ave Tulsa, OK 73136; Commercial Property Ownership; Title: Partner; start date: 7/2008; .2 hours/month; 0 hours/month during securities trading hours; Mr. Vise is a Partner in WVN Properties, LLC, which owns a minority interest in single office building. This is a passive activity and no other properties will be added to the portfolio. (2) Daniel A Vise LLC; Investment-related; 6106 S Gary Ave Tulsa, OK 74136; Tax entity; Title: Owner; start date: 1/2017; 30 hours a month; 30 hours a month during securities trading hours; Mr. Vise conducts accounting and book keeping duties for the LLC. These services are only provided for FG Wealth and no other entities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-29
• S63 Uniform Securities Agent State Law Examination
  1998-11-04

Other Names

• Dan Vise