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Daniel Jacob Frankel

Wealthcollab

Bellevue, WA

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Current Employers
Wealthcollab

1400 112Th Ave Se Suite 100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-13
TX RA APPROVED_RES 2020-01-13
WA RA APPROVED 2015-09-15
  • CA RA
    APPROVED
    Since 2024-12-13
  • TX RA
    APPROVED_RES
    Since 2020-01-13
  • WA RA
    APPROVED
    Since 2015-09-15

Branch Locations

1400 112Th Ave Se Suite 100, Bellevue, WA 98004 • 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
Wealthcollab Llc Bellevue WA 11/2015 Present
  • 11/2015 → Present
    Wealthcollab Llc
    Bellevue, WA
Previous Registrations
  • 2010-02-26 → 2015-06-02
    Cordant Wealth Partners
    Portland, OR
  • 2009-06-01 → 2010-03-04
    Morgan Stanley
    Portland, OR
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Portland, OR
  • 2006-09-18 → 2007-04-02
    Morgan Stanley Dw Inc.
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-13
  • S66 Uniform Combined State Law Examination
    2006-09-13
Designations

View on SEC IAPD

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GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

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TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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