Sourcing
Firms
People
Sources
DANIEL WOHLGEMUTH
C
35
IAR CRD 2788404
·
Industry start 2001-03-28
Identity
Legal name
DANIEL WOHLGEMUTH
brokercheck
CRD
2788404
NPN
—
Career
Previous employments
OAKWOOD CAPITAL SECURITIES, INC.
2023-12-19
EQUITABLE ADVISORS, LLC
2008-07-08
▸ Show all (+8)
brokercheck
Current branches
EQUITABLE ADVISORS, LLC
brokercheck
Designations
—
Education
—
BrokerCheck signals
Industry start
2001-03-28
brokercheck
Est. age
47
brokercheck
Age confidence
high
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Est. birth year
1979
brokercheck
BC active
Yes
brokercheck
IA active
No
brokercheck
Disclosures
No
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Private residence
Yes
brokercheck
Firm affiliations
3
49 WEALTH MANAGEMENT, LLC
Executive Officer · 2.5% ownership
CRD 319484
ALONGSIDE, LLC
Executive Officer · 2.5% ownership
CRD 333587
818 FAMILY OFFICE, LLC
Executive Officer · 2.5% ownership
CRD 339082