Daniel Charles Marsh is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-12-01 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2019-04-04 | 2022-11-04 | — |