Tracey Daniel

Current Employers

Employment History

• 07/2016 → 03/2026
  Cravens Brothers Private Wealth Management
  Dalla, TX
• 03/2026 → Present
  Gladstone Wealth Partners
  Dallas, TX

Other Businesses

1) TreeTops 2 Condos Homeowners Association; non-investment related; 01/2023; Dallas, TX; Secretary/Treasurer; Volunteer role; keeps minutes, books and records, votes on projects, no bank account access or check writing ability; 10hrs/month outside of trading hours. 2) Gladstone Institutional Advisory, LLC - DBA: Cravens Brothers Private Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/09/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I started this business activity in 3/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 3) Gladstone Institutional Advisory, LLC - DBA: Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/09/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I started this business activity in 3/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-26