Daniel Collins Montgomery is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with MISSION WEALTH MANAGEMENT, LP.
| Firm | From | To | Current |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 2024-09-16 | present | Yes |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | 2024-04-05 | 2024-08-16 | — |