DANIEL KENNETH PHELPS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with OXFORD CAPITAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OXFORD CAPITAL MANAGEMENT LLC | 2024-09-13 | present | Yes |
| SPANISH PEAKS CAPITAL MANAGEMENT | 2012-06-01 | 2018-11-08 | — |
| FIFTH THIRD SECURITIES, INC. | 2009-12-18 | 2011-12-02 | — |
| CHASE INVESTMENT SERVICES CORP. | 2008-03-14 | 2009-09-30 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-10-24 | 2008-02-01 | — |