Daniel Croonquist is a registered investment advisor, based in Southlake, TX, with 40 years of industry experience.
Location
601 State Street, Suite 220, Southlake, TX, 76092
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a producer of variable and fixed annuities, whole life, and health insurance since 2023. This activity is not investment-related.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Sanctuary Advisors, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
December 2013 - April 2023 · 9 yrs 4 mos
Morgan Stanley
December 2013 - April 2023 · 9 yrs 4 mos
RBC Capital Markets, LLC
September 2007 - December 2013 · 6 yrs 3 mos
RBC Capital Markets, LLCBroker
July 1999 - December 2013 · 14 yrs 5 mos
Piper Jaffray INC.Broker
August 1985 - July 1999 · 13 yrs 11 mos
State Registrations21 states
ALARAZCACOFLGAHIINMAMNMONCNMNVNYOKPATXVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.