Daniel Joseph Mirgon

Employer firm

Dan Mirgon, LLC CRD 329112

Reported services (Item 5G)

• WEALTH STRATEGY

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

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

Current Employers

Employment History

• 03/2007 → Present
  Dan Mirgon & Associates, Inc.
  Salt Lake City, UT
• 01/2024 → Present
  Protection Point Advisors
  Roseville, CA

Previous Registrations

• 2024-01-10 → 2024-02-20
  Protection Point Advisors
  Salt Lake City, UT
  Roseville, CA
• 2011-10-04 → 2012-05-11
  Cambridge Investment Research Advisors, Inc.
  West Valley City, UT
• 1998-06-26 → 2010-07-23
  Benefit Planning Services
  Santa Ana, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-31
• S63 Uniform Securities Agent State Law Examination
  1994-11-08

Other Names

• Dan Mirgon