DANIEL EDWARD PELTIER is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with CL WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | 2023-01-05 | present | Yes |
| SB ADVISORY, LLC | 2021-01-13 | 2023-01-04 | — |
| SB ADVISORY, LLC | 2017-04-26 | 2020-12-31 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2015-08-24 | 2017-05-01 | — |
| RBC CAPITAL MARKETS, LLC | 2008-11-14 | 2015-09-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1997-01-22 | 2008-11-18 | — |