David Russell Daniel

Current Employers

Employment History

• 03/2014 → 09/2019
  Summit Brokerage Services Inc
  Lafayette, LA
• 04/2014 → Present
  Summit Financial Wealth Advisors, Llc
  Lafayette, LA
• 09/2019 → 02/2024
  Cetera Advisor Networks Llc
  Lafayette, LA

Previous Registrations

• 2010-09-03 → 2014-05-23
  Summit Financial Wealth Advisors
  Lafayette, LA
• 2006-02-17 → 2010-09-02
  Wells Fargo Advisors Financial Network, Llc
  Lafayette, LA
  Lafayette, LA

Other Businesses

1) DTM MANAGEMENT; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED BRNACH; OPERATE SUMMIT FINANCIAL BROKERAGE BUSINESS; MEMBER; 04/01/2014; APPX 40 HRS/MONTH; APPX 20 HRS/MONTH DURING TRADING; MANAGEMENT 2) SOUTHERN ASSET MANAGERS, LLC; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED BRANCH; MANAGEMENT COMPANY OF SUMMIT FINANCIAL, WHICH IS AN SEC REGISTERED RIA; MEMBER; APPX 10 HR/MONTH; APPX 10 HRS/MONTH DURING TRADING; MANAGING PARTNER 3) DAVID DANIEL LLC; NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; PASSIVE INVESTMENT IN OIL AND GAS WELL; MEMBER; 03/21/2018; APPX 0 HRS/MONTH; APPX 0 HRS/MONTH DURING TRADING; NONE 4) DAVID R AND KAREN DANIEL FAMILY FOUNDATION; NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; MEMEBER; 04/01/2019; APPX 1 HR/MONTH; APPX 0 HRS/MONTH DURING TRADING; NONE 5) NAME OF OTHER BUSINESS: DCD DANIEL PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: 200 EDGEHILL CIR LAFAYETTE LA 70508; NATURE OF BUSINESS: REAL ESTATE; START DATE: 3/2018; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDS FAMILY PROPERTY; 6) NAME OF OTHER BUSINESS: BDKK FAMILY PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: 200 EDGEHILL CIR LAFAYETTE LA 70508; NATURE OF BUSINESS: REAL ESTATE; START DATE: 3/2018; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDS FAMILY PROPERTY; 7) NAME OF OTHER BUSINESS: DAVID & KAREN DANIEL FAMILY LLC; INVESTMENT RELATED: NO; ADDRESS: 200 EDGEHILL CIR LAFAYETTE LA 70508; NATURE OF BUSINESS: REAL ESTATE; START DATE: 3/2018; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDS FAMILY PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-15
• S63 Uniform Securities Agent State Law Examination
  1987-11-02

Other Names

• David Russell Ii Daniel