Daniel Novak is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | 2023-10-11 | present | Yes |
| DYNAMIC ADVISOR SOLUTIONS LLC | 2023-05-31 | 2023-11-28 | — |
| DYNAMIC ADVISOR SOLUTIONS LLC | 2023-04-28 | 2023-04-28 | — |
| WESTERN INTERNATIONAL SECURITIES, INC. | 2019-03-22 | 2023-06-01 | — |
| TCFG INVESTMENT ADVISORS, LLC | 2019-03-11 | 2019-05-17 | — |
| CHARLES SCHWAB & CO., INC. | 2015-06-26 | 2019-03-05 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2014-12-23 | 2015-01-14 | — |