Daniel J. Mirgon
Professional summary
Daniel Joseph Mirgon, who also goes by Dan Mirgon, is a registered financial advisor currently at DAN MIRGON, LLC located in Salt Lake City, Utah.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Daniel has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Mirgon's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2024 - Present
DAN MIRGON, LLC
January 10, 2024 - February 20, 2024
PROTECTION POINT ADVISORS
October 4, 2011 - May 11, 2012
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 26, 1998 - July 23, 2010
BENEFIT PLANNING SERVICES
November 27, 1996 - July 29, 1998
CETERA WEALTH SERVICES, LLC
April 19, 1996 - October 14, 1996
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
November 9, 1994 - March 13, 1996
NEW ENGLAND SECURITIES
February 25, 1987 - July 12, 1988
WALNUT STREET SECURITIES, INC.
April 18, 1984 - March 18, 1985
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
June 24, 1983 - April 30, 1984
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2024)
Exams
Current Firm
DAN MIRGON, LLC
CRD#: 329112 / SEC#:
Contact information
Red Flags
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