# Dana Gordon

Dana Gordon is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with JOSEPH WEALTH MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [JOSEPH WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/309996) | 2026-04-08 | present | Yes |
| [EAGLE STRATEGIES LLC](https://search.stillhousedata.com/firm/110826) | 2017-12-06 | 2025-07-22 | — |
| [EAGLE STRATEGIES LLC](https://search.stillhousedata.com/firm/110826) | 2010-09-22 | 2016-05-26 | — |
| [TRUIST SECURITIES, INC.](https://search.stillhousedata.com/firm/6271) | 2005-02-24 | 2007-01-10 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2003-05-08 | 2008-07-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2353694)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2353694.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.