Daniel Deanda (CRD# 7401971) is an Investment Advisor Representative working at Mgb Wealth Management, LLC in Addison, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgb Wealth Management, LLC | Addison, TX | Feb 2024 - Current | < 1 |
| Mgb Wealth Management, LLC | Addison, TX | Apr 2022 - Feb 2024 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2021 - Jan 2022 | < 1 |
| Thrivent Advisor Network D/b/a 49 Financial | Addison, TX | Jun 2021 - Jan 2022 | < 1 |
| 49 Financial | Addison, TX | Mar 2021 - Jan 2022 | < 1 |
| Unemployed | Frisco, TX | Jul 2019 - Mar 2021 | 1 |
| Altus Group | Southlake, TX | May 2019 - Jul 2019 | < 1 |
| Unemployed | Frisco, TX | Jul 2017 - May 2019 | 1 |
| Improving | Plano, TX | Jun 2017 - Jul 2017 | < 1 |
| Unemployed | Frisco, TX | Jan 2017 - Jun 2017 | < 1 |
| Bachrach | Frisco, TX | Nov 2016 - Jan 2017 | < 1 |
| Bachrach | Frisco, TX | Apr 2016 - Aug 2016 | < 1 |
| Unemployed | Frisco, TX | Jan 2011 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- TX
-
Total Assets Under Management310MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$1,081,744
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, TX
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