DANIEL EVAN LLOYD-ROBERTS is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with STOKER OSTLER WEALTH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| STOKER OSTLER WEALTH ADVISORS, INC. | 2022-05-12 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-10-25 | 2019-04-22 | — |