Daniel Martin is a registered investment advisor, based in Austin, TX, with 4 years of industry experience.
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746
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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 →Employment History
Current Registrations
Dfa Securities LLCBroker
October 2023 - Present · 2 yrs 7 mos
Dimensional Fund Advisors LP
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Kestra Advisory Services, LLC
November 2021 - July 2023 · 1 yr 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.