DANIEL JOSEPH MARKS is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2020-05-13 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2016-10-05 | 2018-02-07 | — |
| CHARLES SCHWAB & CO., INC. | 2016-04-18 | 2020-03-30 | — |