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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-27 |
Branch Locations
11475 Great Oaks Way Suite 340, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2017 | 07/2017 |
| Suntrust Bank | Suwanee | GA | 03/2015 | 05/2017 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 06/2017 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 05/2018 | 03/2022 |
| Daner Wealth Management | Alpharetta | GA | 03/2022 | Present |
INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2017, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
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