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Daniel Leonard Dunham

Cerity Partners LLC

New York, NY

Redwood City, CA

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-15
  • CA RA
    APPROVED
    Since 2026-07-15

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

203 Redwood Shores Parkway, Redwood City, CA 94065 • 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
Dwr Wealth Management, Llc San Jose CA 06/2024 07/2026
Dunham Associates Cpas, Inc. San Jose CA 01/2020 07/2026
Focus Health Solutions Phoenix AZ 04/2019 12/2019
Grand Canyon University Phoenix AZ 08/2014 04/2019
Dwr Wealth Management, Llc San Jose CA 01/2020 06/2024
Dwr Wealth Management, Llc San Jose CA 01/2024 07/2026
Cerity Partners Llc New York NY 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-26
  • S65 Uniform Investment Adviser Law Examination
    2022-09-26
Designations
Other Names
  • Dan Dunham
  • Daniel L Dunham
  • Daniel Dunham

View on SEC IAPD

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