Daniel William Boulware

Daniel William Boulware is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with PLATINUM WEALTH MANAGEMENT, LLC.

Registration history (5)

FirmFromToCurrent
PLATINUM WEALTH MANAGEMENT, LLC2026-04-29presentYes
INSTITUTE FOR WEALTH MANAGEMENT LLC2019-05-132026-07-23
INSTITUTE FOR WEALTH ADVISORS, INC.2017-01-272019-04-30
SOWELL FINANCIAL SERVICES, LLC2016-10-102017-01-25
CONCERT WEALTH MANAGEMENT2016-01-212017-06-19

More