DANIEL JOSEPH SMITH is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with FRANCIS FINANCIAL.
| Firm | From | To | Current |
|---|---|---|---|
| FRANCIS FINANCIAL | 2026-04-16 | present | Yes |
| LIDO ADVISORS, LLC | 2025-07-18 | 2026-03-11 | — |
| EXCHANGE CAPITAL MANAGEMENT INC | 2023-10-17 | 2025-09-15 | — |