DR
Daniel Ryan Wheless
CRD 5358097
Firms
| Firm | Role | As of |
|---|---|---|
| Awm Financial Services Inc. | Registered representative | 07/20/2026 |
| Portfolio Dynamix | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Awm Financial Services Inc.
Founder/Ceo/Cco · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗