DE
Daniel Edward Wolford
CRD 2886642
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Swisher Financial Concepts, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Swisher Financial Concepts, Inc.
President · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗