DANIEL RICHARD KATZ is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with STEELE STREET PRIVATE WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| STEELE STREET PRIVATE WEALTH MANAGEMENT | 2019-01-29 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2017-09-21 | 2018-12-19 | — |
| FFEC WEALTH PARTNERS LLC | 2014-06-24 | 2017-08-30 | — |
| DENVER PWM, LLC | 2014-05-09 | 2017-08-30 | — |
| GILL CAPITAL PARTNERS, LLC | 2013-01-24 | 2014-05-28 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2011-01-03 | 2013-02-19 | — |
| B. C. ZIEGLER AND COMPANY | 2007-05-11 | 2010-09-17 | — |