Daniel Lee Ritz Jr
Professional Summary
Daniel Lee Ritz JR, who also goes by Bo Ritz Jr, was a registered financial advisor. Daniel was a previously registered financial advisor and started their career in finance 1989 - 2015. Daniel had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 27, Series 4, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bo Ritz Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
AUGUSTA SECURITIES CORP. | W.E. MITCHELL & COMPANY, INC. | MORGAN BREWER SECURITIES CO. | MITCHELL ATTWELL & COMPANY, INC. | CAPNET SECURITIES CORPORATION
Contact Information
Established
Texas since 10/31/1988Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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