DANIEL SCOTT KATES is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2019-03-19 | present | Yes |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | 2016-03-22 | 2019-04-10 | — |