# Daniel Novak

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/324173) | 2023-10-11 | present | Yes |
| [DYNAMIC ADVISOR SOLUTIONS LLC](https://search.stillhousedata.com/firm/151367) | 2023-05-31 | 2023-11-28 | — |
| [DYNAMIC ADVISOR SOLUTIONS LLC](https://search.stillhousedata.com/firm/151367) | 2023-04-28 | 2023-04-28 | — |
| [WESTERN INTERNATIONAL SECURITIES, INC.](https://search.stillhousedata.com/firm/39262) | 2019-03-22 | 2023-06-01 | — |
| [TCFG INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/166606) | 2019-03-11 | 2019-05-17 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2015-06-26 | 2019-03-05 | — |
| [THRIVENT INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/18387) | 2014-12-23 | 2015-01-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6348004)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6348004.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.