DANIEL LAWRENCE KATZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with REVOLVE WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| REVOLVE WEALTH PARTNERS, LLC | 2017-04-28 | present | Yes |
| OPPENHEIMER & CO. INC. | 2009-06-26 | 2017-05-05 | — |
| UBS FINANCIAL SERVICES INC. | 2004-10-07 | 2009-07-21 | — |