DANIEL ERIK MILKS

DANIEL ERIK MILKS is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with FIDUCIARY ORGANIZATION, LLC.

Registration history (5)

FirmFromToCurrent
FIDUCIARY ORGANIZATION, LLC2024-11-13presentYes
ONEASCENT FINANCIAL SERVICES LLC2022-07-072023-07-03
WOODMARK WEALTH MANAGEMENT, LLC2019-02-142022-10-05
WELLS FARGO CLEARING SERVICES, LLC2015-11-162018-07-03
WADDELL & REED2015-04-222015-11-24

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