Daniel Watnee (CRD# 5016087) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 18 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Destra Capital Investments LLC | Bozeman, MT | May 2018 - Current | 5 |
Destra Capital Advisors, LLC | Bozeman, MT | May 2018 - Current | 5 |
Stratera Holdings LLC | Dallas, TX | Jul 2017 - Mar 2018 | < 1 |
Cim Securities, LLC | Centennial, CO | Feb 2017 - Jul 2017 | < 1 |
Pvg Asset Management | Denver, CO | Dec 2016 - Jul 2017 | < 1 |
Unemployed | Scottsdale, AZ | Jun 2016 - Dec 2016 | < 1 |
Fs2 Capital Partners, LLC | Philadelphia, PA | May 2012 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2005 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- AZ
- FL
-
Total Assets Under Management300MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$99,845,980
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
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