Daniel A. Priwin
Professional summary
Daniel Armando Priwin is a registered financial advisor currently at GFS ADVISORS LLC located in Houston, Texas and GLOBAL FINANCIAL SERVICES, L.L.C. located in Houston, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Daniel has worked at 2 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Armando Priwin's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2015 - Present
GFS ADVISORS LLC
Office #1: 1330 Post Oak Blvd., Suite 2100, Houston, TX 77056February 25, 1997 - Present
GLOBAL FINANCIAL SERVICES, L.L.C.
Office #1: 1330 Post Oak Blvd. Ste 2100, Houston, TX 77056-3019Office #2: 1330 Post Oak Blvd. Ste 2100, Houston, TX 77056Primary Firm SEC Registration
GFS ADVISORS LLC
CRD#: 143110 / SEC#: 801-67899
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/29/2013)
(11/13/2007)
(12/20/2019)
(10/29/2013)
(12/22/2019)
(12/19/2019)
(11/13/2007)
(3/2/2020)
(10/29/2013)
(12/23/2019)
(12/23/2019)
(10/29/2013)
(10/29/2013)
(7/21/2017)
(9/5/2017)
(10/29/2013)
(4/15/2016)
(12/11/2013)
(3/3/1997)
(2/19/2015)
(10/29/2013)
(3/26/2020)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 4/21/2000
Limited Representative-Equity Trader ExamFINRA
Nasdaq Stock Market
Current Firm
GFS ADVISORS LLC
CRD#: 143110 / SEC#: 801-67899
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 724 |
| AUM (Assets Under Management) | $ 3,268,787,765 |
Red Flags
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