Daniel Ryan Wheless is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with PORTFOLIO DYNAMIX, AWM FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| AWM FINANCIAL SERVICES INC. | 2026-01-08 | present | Yes |
| PORTFOLIO DYNAMIX | 2025-01-13 | present | Yes |
| PORTFOLIO DYNAMIX | 2020-01-31 | 2024-12-31 | — |
| BROOKSTONE WEALTH ADVISORS, LLC | 2016-07-19 | 2017-04-27 | — |
| BROOKSTONE ASSET MANAGEMENT, LLC | 2016-07-19 | 2017-04-27 | — |
| AWM FINANCIAL SERVICES INC. | 2011-01-20 | 2025-12-31 | — |
| AWM FINANCIAL SERVICES INC. | 2008-01-24 | 2010-12-31 | — |