DANIEL JOHN FIELD is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2022-06-09 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2022-05-05 | — |
| STRATEGIC ADVISERS LLC | 2017-12-07 | 2018-07-13 | — |
| PERSONAL CFO SOLUTIONS LLC | 2016-07-29 | 2017-11-10 | — |
| JM EGAN WEALTH ADVISORS, LLC | 2015-06-18 | 2016-05-04 | — |