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Daner Wealth Management, LLC CRD 317373
$202M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11475 Great Oaks Way Suite 340, Alpharetta, GA 30022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-13 |
| GA | RA | APPROVED | 2022-01-04 |
Branch Locations
11475 Great Oaks Way Suite 340, Alpharetta, GA 30022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alpharetta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 11/2016 | 02/2022 |
| Daner Wealth Management, Llc | Alpharetta | GA | 12/2021 | Present |
MARC DANER, YES, ALPHARETTA, GA, INSURANCE, INDEPENDENT INSURANCE AGENT, 1990, 0 HOURS PER MONTH, INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-12 |
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