180 Spring Street, Pleasanton, CA, 94566
Get directionsNo 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 →Daniel is the President/Owner of Mindshare Group, a health insurance and benefits consulting firm, since 2001. He dedicates full-time hours to this activity, with a significant portion during trading hours.