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Daniel Sandiford

22 Years of Experience
Richmond, VA
Broker

Daniel Sandiford is a registered investment advisor, based in Richmond, VA, with 22 years of industry experience.

Location

1500 Kroger Center Blvd, Richmond, VA, 23235

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History

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.

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Other Business Activities

Daniel is an LLC member of Greatstone Camps LLC, a summer vacation cottage business, since 2005, dedicating minimal time. He also serves as an officer/treasurer for a condominium association since 2003, also dedicating minimal time.

Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
November 2013 - January 2018 · 4 yrs 2 mos
Bb&t Investment Services, INC.Broker
November 2013 - January 2018 · 4 yrs 2 mos
Wells Fargo Advisors, LLC
March 2008 - November 2013 · 5 yrs 8 mos
Wells Fargo Advisors, LLCBroker
July 2003 - November 2013 · 10 yrs 4 mos
State Registrations24 states
ALAZCACODCFLGAIAIDMAMDNCNMNVNYOHORPASCTNTXVAWAWV
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.