9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX, 78759
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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 affiliated with various insurance carriers to broker non-investment related insurance products and is a part owner of Lion Street through which he sells fixed insurance products. He also leases office space and sublets to an attorney, collecting rent.