CHARLES JOHN DANIELS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with SLATESTONE WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SLATESTONE WEALTH LLC | 2022-06-22 | present | Yes |
| BMO HARRIS FINANCIAL ADVISORS, INC. | 2010-02-18 | 2016-07-01 | — |
| UBS FINANCIAL SERVICES INC. | 2008-01-02 | 2009-10-06 | — |