Daniel Richard Garvin

Current Employers

Employment History

• 05/2016 → 06/2019
  Tcm Securities, Inc.
  Woodstock, GA
• 05/2016 → 06/2024
  Triumph Wealth Advisors, Inc.
  Woodstock, GA
• 05/2017 → 06/2019
  Health Trust Financial, Llc
  Acworth, GA
• 06/2019 → 12/2024
  World Equity Group, Inc.
  Wauseon, OH
• 06/2024 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 01/1984 → Present
  Apex Wealth Management
  Wauseon, OH
• 07/2026 → Present
  Munn Wealth Management, Llc
  Maumee, OH

Previous Registrations

• 2016-06-09 → 2024-10-14
  Triumph Wealth Advisors, Inc.
  Woodstock, GA
  Acworth, GA
  Woodstock, GA
  Wauseon, OH
• 2013-03-26 → 2016-05-16
  Integrity Alliance, Llc.
  Urbandale, IA
  Woodstock, GA
• 2012-07-02 → 2013-04-01
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Baton Rouge, LA
• 2011-03-03 → 2012-08-09
  First Allied Securities, Inc.
  San Diego, CA
  Baton Rouge, LA
• 2003-06-06 → 2011-03-25
  Next Financial Group, Inc.
  Maumee, OH
  Wauseon, OH

Other Businesses

1) APEX WEALTH MANAGEMENT; YES INVESTMENT RELATED; 837 HIGHLAND DR, WAUSEON, OH 43567; LIFE INSURANCE AND ANNUITIES; INSURANCE AGENT; 1984; 60HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. SALES OF LIFE INSURANCE AND ANNUITIES. 2) DAN GARVIN; NOT INVESTMENT RELATED; WAUSEON, OH; NOTARY; NOTARY; 7/16/2024; 0HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. 3) NEXTGEN TAX SERVICE; NOT INVESTMENT RELATED; 837 HIGHLAND DR, WAUSEON, OH 43567; TAX PREPARATION; OWNER; 11/25/2025; 3HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. I HAVE A RELATIONSHIP WITH A CLOUD BASED TAX SERVICE THAT WE CAN OFFER INCOME TAX PREPARATION THROUGH THIS CLOUD BASED COMPANY CALLED UNITED CLOUD PARTNERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-12
• S63 Uniform Securities Agent State Law Examination
  1986-04-14