Michael Shawn Danter

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Michael S. Danter, Sole Proprietor
  Dallas, TX
• 08/2010 → Present
  First Independent Advisory Services, Inc.
  Tulsa, OK
• 11/2015 → Present
  Royal Alliance Associates
  Dallas, TX

Previous Registrations

• 2010-08-26 → 2016-06-23
  First Independent Advisory Services, Inc.
  Dallas, TX
  Tulsa, OK

Other Businesses

1. MICHAEL S. DANTER POSITION: sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1981 ADDRESS: 223 Sunray Lane, Sunnyvale TX 75182, United States DESCRIPTION: Insurance sales including life and health/Medicare

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-21
• S63 Uniform Securities Agent State Law Examination
  1983-12-14

Other Names

• Mickey Danter