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Daniel Beesley Maxwell

Amicus Financial Advisors, LLC

Lehi, UT

Lubbock, TX

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Current Employers
Amicus Financial Advisors, Llc

7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2014-06-13
  • UT RA
    APPROVED
    Since 2014-06-13

Branch Locations

2975 W Executive Pkwy Suite 112, Lehi, UT 84048 • United States

7021 Kewanee Ave 4-102, Lubbock, TX 79424 • 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
Amicus Financial Advisors, Llc Farmington UT 08/2013 Present
Amicus Settlement Planners, Llc Farmington UT 08/2013 Present
Tombs Maxwell Llp Farmington UT 05/2014 Present
Maxwell Law Group Llp Farmington UT 03/2018 Present
Society Of Settlement Planners, Inc. Farmington UT 01/2016 Present
Dbm Management, Llc Farmington UT 01/2016 Present
  • 08/2013 → Present
    Farmington, UT
  • 08/2013 → Present
    Amicus Settlement Planners, Llc
    Farmington, UT
  • 05/2014 → Present
    Tombs Maxwell Llp
    Farmington, UT
  • 03/2018 → Present
    Maxwell Law Group Llp
    Farmington, UT
  • 01/2016 → Present
    Society Of Settlement Planners, Inc.
    Farmington, UT
  • 01/2016 → Present
    Dbm Management, Llc
    Farmington, UT
Other Businesses

1. Tombs Maxwell LLP/not investment-related/Farmington, UT/law firm partner/August 2015/full-time hours. 2. Maxwell Law Group LLP/not investment-related/Washington DC/law firm partner/March 2018/approximately 80 hours per week and during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-13
  • S65 Uniform Investment Adviser Law Examination
    2014-06-13

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