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Dan Hassey Investment Advisory CRD 324462
$1.80M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Banning, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcintosh Capital Advisors, Inc. | Los Angeles | CA | 09/2015 | 01/2023 |
| Dan Hassey Investment Advisory | Banning | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-13 |
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