Daniel PATRICK Congram is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with SUMMIT GLOBAL INVESTMENTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT GLOBAL INVESTMENTS, LLC | 2023-08-22 | present | Yes |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2023-03-13 | 2023-07-14 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2012-01-06 | 2014-07-15 | — |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | 2008-07-18 | 2012-01-06 | — |