Daniel Joseph Bolan is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with ALLWORTH FINANCIAL, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | 2024-03-11 | present | Yes |
| 83RD ST. WEALTH MANAGEMENT, LLC | 2023-09-20 | 2023-11-16 | — |
| CHARLES SCHWAB & CO., INC. | 2016-04-08 | 2020-07-24 | — |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 2011-06-21 | 2016-03-28 | — |