# Daniel Ryan Wheless

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AWM FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/144351) | 2026-01-08 | present | Yes |
| [PORTFOLIO DYNAMIX](https://search.stillhousedata.com/firm/307069) | 2025-01-13 | present | Yes |
| [PORTFOLIO DYNAMIX](https://search.stillhousedata.com/firm/307069) | 2020-01-31 | 2024-12-31 | — |
| [BROOKSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137658) | 2016-07-19 | 2017-04-27 | — |
| [BROOKSTONE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153467) | 2016-07-19 | 2017-04-27 | — |
| [AWM FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/144351) | 2011-01-20 | 2025-12-31 | — |
| [AWM FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/144351) | 2008-01-24 | 2010-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5358097)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5358097.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.