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DB

Daniel P. Barker

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CRD#: 2158577
DB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Patrick Barker, who also goes by Daniel Patricl Barker, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1992. Daniel had worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Patricl Barker

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 20, 2013 - October 27, 2014

BLAYLOCK VAN, LLC

BD
CRD#: 145317
OAKLAND, CA
Past

February 10, 2004 - October 31, 2005

M.L. STERN & CO., LLC.

RIA
CRD#: 8327
SAN FRANCISCO, CA
Past

November 14, 2003 - October 31, 2005

M.L. STERN & CO., LLC.

BD
CRD#: 8327
BEVERLY HILLS, CA
Past

March 28, 2002 - November 12, 2003

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

November 8, 2001 - March 25, 2002

STINSON SECURITIES, LLC

BD
CRD#: 113004
SAN FRANCISCO, CA
Past

July 5, 2001 - June 4, 2002

WESTERN MUNICIPAL SECURITIES CORPORATION

BD
CRD#: 44221
TURLOCK, CA
Past

July 17, 2000 - June 22, 2001

REDWOOD SECURITIES GROUP, INC.

BD
CRD#: 27536
SAN FRANCISCO, CA
Past

March 27, 2000 - July 25, 2000

FIRST WALL STREET CORP.

BD
CRD#: 13024
LA JOLLA, CA
Past

October 1, 1999 - April 5, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 30, 1998 - August 13, 1999

SECURITIES RESOLUTION CORPORATION

BD
CRD#: 7119
MINNEAPOLIS, MN
Past

June 30, 1994 - October 9, 1998

STONE & YOUNGBERG LLC

BD
CRD#: 795
SAN FRANCISCO, CA
Past

October 25, 1993 - February 3, 1994

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

April 30, 1993 - October 25, 1993

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

September 16, 1992 - April 30, 1993

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

February 19, 1992 - July 13, 1992

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/23/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BV
BLAYLOCK VAN, LLC
BLAYLOCK BEAL VAN, LLC | BLAYLOCK VAN, LLC | BLAYLOCK ROBERT VAN, LLC

CRD#: 145317 / SEC#: 801-69136, 8-67721

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
600 Lexington Avenue 10th Floor, Oakland, CA 94612
Mailing Address
600 Lexington Avenue 3rd Floor, New York, NY 10022
Phone number
(212) 715-6600
Established
California since 03/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ROBERT VAN SECURITIES, INCSOLE VOTING MEMBER
BLAYLOCK & COMPANY, INCNON-VOTING MEMBER
CIULLA, ALEXANDER JOHNFINOP, CFO, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2635660
HOUGH, JERVIS BENNETTBD CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER4291302
KALISPEL TRIBAL ECONOMIC AUTHORITYNON-VOTING MEMBER
SEAPORT GLOBAL SECURITIES LLCSHAREHOLDER116270
STANDIFER, ERIC VANMANAGER; CEO; GSP; MSP1025776

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BLAYLOCK VAN, LLC

CRD#: 145317

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