Daniel Goodwin is a registered investment advisor, based in The Woodlands, TX, with 16 years of industry experience.
Location
25511 Budde Rd., Suite 1002, The Woodlands, TX, 77380
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Regulatory History (1)
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Criminal
June 1988Final Disposition
Other Business ActivitiesSells Insurance
Daniel is a managing member of Goodwin Financial Reality, Provident Wealth Advisors LLC, and Provident Management LLC. He is also an owner and insurance agent of TCEI DBA Goodwin Financial Group, dedicating a few hours per week to this role.
Employment History
Current Registrations
Great Point Capital LLCBroker
June 2024 - Present · 1 yr 10 mos
Accurate Wealth Management, LLC
November 2022 - Present · 3 yrs 5 mos
Provident Wealth Advisors, LLC
June 2011 - Present · 14 yrs 10 mos
Previous Registrations
Aag Capital, INCBroker
March 2022 - June 2024 · 2 yrs 3 mos
Gradient Advisors, LLC
February 2010 - January 2012 · 1 yr 11 mos
Gradient Investments, LLC
January 2010 - February 2010 · 1 mo
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.