# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FIDUCIARY ORGANIZATION, LLC](https://search.stillhousedata.com/firm/325661) | 2024-11-13 | present | Yes |
| [ONEASCENT FINANCIAL SERVICES LLC](https://search.stillhousedata.com/firm/284549) | 2022-07-07 | 2023-07-03 | — |
| [WOODMARK WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/300178) | 2019-02-14 | 2022-10-05 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2015-11-16 | 2018-07-03 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2015-04-22 | 2015-11-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6435280)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6435280.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.