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Daniel Paul Michalk

Waterway Wealth Management, L.L.C.

The Woodlands, TX

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Current Employers
Waterway Wealth Management, L.L.C.

21 Waterway Suite 500, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-08-31
  • TX RA
    APPROVED
    Since 2012-08-31

Branch Locations

21 Waterway Suite 500, The Woodlands, TX 77380 • 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
Waterway Wealth Management, L.L.C. The Woodlands TX 06/2012 Present
Previous Registrations
  • 2002-10-14 → 2012-12-31
    Heritage Wealth Management
    Houston, TX
    Tomball, TX
  • 2002-07-11 → 2002-10-31
    Sunamerica Securities, Inc.
    Houston, TX
  • 1995-01-26 → 2002-07-26
    Lutheran Brotherhood Securities Corp.
    Tomball, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-09
S63 Uniform Securities Agent State Law Examination 1995-01-23
  • S65 Uniform Investment Adviser Law Examination
    1999-06-09
  • S63 Uniform Securities Agent State Law Examination
    1995-01-23
Designations
Other Names
  • Dan Paul Michalk
  • Danny Paul Michalk

View on SEC IAPD

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