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Idaho Falls, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wt Wealth Management, Llc | Flagstaff | AZ | 05/2018 | 05/2021 |
| Northern Arizona University - W.A. Franke College Of Business | Flagstaff | AZ | 08/2016 | 05/2018 |
| Northwestern Mutual | Tucson | AZ | 04/2016 | 05/2018 |
| Sears | Tucson | AZ | 10/2015 | 10/2016 |
| Pima College | Tucson | AZ | 01/2014 | 12/2016 |
| Brightside | Idaho Falls | ID | 05/2021 | 07/2023 |
| Good Better Best | Idaho Falls | ID | 02/2023 | Present |
| Q3 Advisors, Llc | Boulder | CO | 09/2025 | Present |
Daniel Goodman is a Certified Financial Planner/Tax Planning for Good Better Best Financial Planning. This activity accounts for approximately 25% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-10 |
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