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Daniel Lee Edwards

Dan Edwards Investment Advisory Services, LLC

Corte Madera, CA

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Current Employers
Dan Edwards Investment Advisory Services, Llc

Corte Madera, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-01
  • CA RA
    APPROVED
    Since 2025-10-01

Branch Locations

Corte Madera, CA • 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
Self Employed Corte Madera CA 01/2006 01/2017
Dan Edwards Investment Advisory Services, Llc Corte Madera CA 02/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-03
  • S65 Uniform Investment Adviser Law Examination
    2016-10-03

View on SEC IAPD

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