JAMES DANIEL DWYER is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2020-10-18 | present | Yes |
| PROVIDUS ADVISORS, LLC | 2013-07-03 | 2020-08-24 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2013-06-11 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2002-05-09 | 2009-10-23 | — |