Daniel Dunlap is a registered investment advisor, based in Latrobe, PA, with 19 years of industry experience.
Location
535 Lloyd Ave., Latrobe, PA, 15650
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Regulatory History
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 involved in a variety of outside business activities, including civil construction, farming, real estate, non-profit work, church duties, trust management, and club memberships. He also works as an independent insurance agent.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Advisors, LLC
Previous Registrations
Bpu Investment Management INC.Broker
Bpu Investment Management, INC.
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
State Registrations4 states
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.