WILLIAM DANIEL GLEAVY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with KAIZEN RETIREMENT PLAN ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KAIZEN RETIREMENT PLAN ADVISORS, LLC | 2017-10-04 | present | Yes |
| TRUSTAGE INVESTMENT MANAGEMENT | 2012-10-12 | 2017-01-30 | — |
| CUNA BROKERAGE SERVICES, INC. | 2006-02-09 | 2012-12-31 | — |