Daniel A. Bramschreiber

QUINCY WELLS ADVISORS

Lucas, TX

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CRD#: 2891694

Professional summary

Daniel Allen Bramschreiber is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Lucas, Texas and DMK ADVISOR GROUP, INC. located in Lucas, 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 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Dan Bramschreiber is affiliated with DAB Wealth Management. The address of DAB Wealth Management is 14 Brookhaven Drive Lucas, TX 75002. The start date was 1997. His duties will include Due Diligence, Product Placement, Service Review. He plans to spend 5-10 hours per month during normal trading hours and 20-40 hours per month outside of normal trading hours. This is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Allen Bramschreiber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Daniel Allen Bramschreiber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 7, 2022 - Present

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Lucas, TX

Current

September 28, 2025 - Present

DMK ADVISOR GROUP, INC.

RIA

CRD#: 41067

lucas, TX

Current

September 23, 2020 - Present

GREAT POINT CAPITAL LLC

Office #1: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606Office #2: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606

CRD#: 114203

Chicago, IL

Current

September 28, 2025 - Present

DMK ADVISOR GROUP, INC.

Office #1: 17961 Hunting Bow Circle Suite 102, Lutz, FL 33558Office #2: 17961 Hunting Bow Circle Suite 102, Lutz, FL 33558

RIA

CRD#: 41067

Lutz, FL

Past

September 23, 2020 - December 31, 2021

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Lucas, TX

Past

January 11, 2011 - October 20, 2020

ARQUE CAPITAL, LTD.

RIA

CRD#: 121192

Lucas, TX

Past

July 13, 2009 - November 15, 2010

ARQUE CAPITAL, LTD.

RIA

CRD#: 121192

Lucas, TX

Past

September 23, 2008 - October 20, 2020

ARQUE CAPITAL, LTD.

CRD#: 121192

PLANO, TX

Past

December 4, 2006 - December 5, 2006

FOX ADVISOR GROUP

RIA

CRD#: 130593

PLANO, TX

Past

December 4, 2006 - December 4, 2008

FOX & COMPANY INVESTMENTS INC.

CRD#: 18517

PLANO, TX

Past

December 1, 2006 - December 11, 2006

QUESTAR CAPITAL CORPORATION

CRD#: 43100

PLANO, TX

Past

May 30, 2006 - December 12, 2006

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

PLANO, TX

Past

May 11, 2004 - June 14, 2006

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

PLANO, TX

Past

March 19, 2004 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

PLANO, TX

Past

May 22, 1997 - February 3, 2004

FOX & COMPANY INVESTMENTS INC.

CRD#: 18517

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC. | STEPHEN A. KOHN & ASSOCIATES, LTD.

CRD#: 41067 / SEC#: 801-121389, 8-49279

RIA

Registered Investment Advisory firm - SEC (6/3/2021 Approved)

Arizona

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Arkansas

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

California

Registered Investment Advisory firm - SEC (7/8/2021 Terminated)

Colorado

Registered Investment Advisory firm - SEC (6/10/2021 Terminated)

Connecticut

Registered Investment Advisory firm - SEC (6/10/2021 Terminated)

Delaware

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

District of Columbia

Registered Investment Advisory firm - SEC (10/18/2001 Terminated)

Florida

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Georgia

Registered Investment Advisory firm - SEC (7/15/2021 Terminated)

Idaho

Registered Investment Advisory firm - SEC (12/31/2005 Terminated)

Illinois

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

Kansas

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Maine

Registered Investment Advisory firm - SEC (9/5/2003 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (2/15/2002 Terminated)

Michigan

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Mississippi

Registered Investment Advisory firm - SEC (10/18/2001 Terminated)

Missouri

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Nevada

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

New Hampshire

Registered Investment Advisory firm - SEC (6/28/2021 Terminated)

New Mexico

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

New York

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (6/9/2021 Terminated)

Ohio

Registered Investment Advisory firm - SEC (6/9/2021 Terminated)

Puerto Rico

Registered Investment Advisory firm - SEC (6/3/2021 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (6/9/2021 Terminated)

Washington

Registered Investment Advisory firm - SEC (10/8/2021 Terminated)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/23/2021)

Colorado
(9/24/2020)

IAR

Colorado
(10/1/2025)

Florida
(9/24/2020)

IAR

Florida
(10/14/2025)

Illinois
(7/19/2021)

Indiana
(10/6/2021)

Minnesota
(5/16/2023)

IAR

Minnesota
(9/29/2025)

South Carolina
(9/24/2020)

IAR

South Carolina
(10/6/2025)

Texas
(9/24/2020)

IAR

Texas
(1/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/27/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/19/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC. | STEPHEN A. KOHN & ASSOCIATES, LTD.

CRD#: 41067 / SEC#: 801-121389, 8-49279

RIA

Registered Investment Advisory firm - SEC (6/3/2021 Approved)

Arizona

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Arkansas

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

California

Registered Investment Advisory firm - SEC (7/8/2021 Terminated)

Colorado

Registered Investment Advisory firm - SEC (6/10/2021 Terminated)

Connecticut

Registered Investment Advisory firm - SEC (6/10/2021 Terminated)

Delaware

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

District of Columbia

Registered Investment Advisory firm - SEC (10/18/2001 Terminated)

Florida

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Georgia

Registered Investment Advisory firm - SEC (7/15/2021 Terminated)

Idaho

Registered Investment Advisory firm - SEC (12/31/2005 Terminated)

Illinois

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

Kansas

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Maine

Registered Investment Advisory firm - SEC (9/5/2003 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (2/15/2002 Terminated)

Michigan

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Mississippi

Registered Investment Advisory firm - SEC (10/18/2001 Terminated)

Missouri

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

Nevada

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

New Hampshire

Registered Investment Advisory firm - SEC (6/28/2021 Terminated)

New Mexico

Registered Investment Advisory firm - SEC (12/31/2004 Terminated)

New York

Registered Investment Advisory firm - SEC (6/8/2021 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (6/9/2021 Terminated)

Ohio

Registered Investment Advisory firm - SEC (6/9/2021 Terminated)

Puerto Rico

Registered Investment Advisory firm - SEC (6/3/2021 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (6/9/2021 Terminated)

Washington

Registered Investment Advisory firm - SEC (10/8/2021 Terminated)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

17961 Hunting Bow Circle Suite 102, Lutz, FL 33558

Mailing Address

17961 Hunting Bow Circle Suite 102, Lutz, FL 33558

Phone number

(303) 470-5664

Established

Colorado since 04/30/1996

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

SEC notice filing (34 States and Territories)

FINRA licenses (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (5/20/2025)

PETER WYROUGH ADV 2024 (5/20/2025)

FORM ADV PART 2A (5/20/2025)

RUBEN RODRIGUEZ ADV 2024 (5/20/2025)

RYAN MULLER ADV 2024 (5/20/2025)

STEVEN KOHN ADV 2024 (5/20/2025)

STEVEN WESTVEER ADV 2024 (5/20/2025)

SUNIL MISRA ADV 2024 (5/20/2025)

CHRISTINE CAGLE 2024 ADV (5/20/2025)

HAL SCHWARTZ ADV 2024 (5/20/2025)

JORGE PEREZ ADV 2024 (5/20/2025)

KELVIN DOUGLAS ADV 2024 (5/20/2025)

MELISSA WAGNER ADV 2024 (5/20/2025)

MICHAEL BLACKMORE ADV 2024 (5/20/2025)

DMK ADVISOR GROUP INC 2024 FORM CRS (5/20/2025)

Direct owners and executive officers

Name	Position	CRD#
DESAI, JANAK R	DIRECTOR	6307455
DOUGLAS, KELVIN RAY	DIRECTOR	4723703
MISRA, SUNIL DUTT	DIRECTOR/PRINCIPAL	5617829
PEREZ, JORGE RAMON	DIRECTOR	2253547
SCHWARTZ, HAROLD ALAN	CEO/PRINCIPAL	841225
BASKETT, ERIN ELAINE	CHIEF COMPLIANCE OFFICER	4538604
GALLIGAN, PETER B	FINOP	1873304
GROSMAN, BARRY JULIAN	DIRECTOR	7967542
KOHN, STEPHEN ALAN	MUNI PRINCIPAL	1267211
OHMAN, JOHN DAVID	ROP/CROP	1059085

Regulatory assets under management

Total Number of Accounts	469
AUM (Assets Under Management)	$ 84,480,870

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Daniel A. Bramschreiber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Allen Bramschreiber's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Daniel Allen Bramschreiber's CRS (Customer Relationship Summary).

Certified licenses

Experience

DMK ADVISOR GROUP, INC.

GREAT POINT CAPITAL LLC

DMK ADVISOR GROUP, INC.

QUINCY WELLS ADVISORS, LLC

ARQUE CAPITAL, LTD.

ARQUE CAPITAL, LTD.

ARQUE CAPITAL, LTD.

FOX ADVISOR GROUP

FOX & COMPANY INVESTMENTS INC.

QUESTAR CAPITAL CORPORATION

QUESTAR ASSET MANAGEMENT, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

FOX & COMPANY INVESTMENTS INC.

Primary Firm SEC Registration

DMK ADVISOR GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2004

Series 63

Date: 5/27/1997

SIE

Date: 10/1/2018

Series 7

Date: 5/21/1997

Series 24

Date: 3/19/2001

FINRA

Current Firm

DMK ADVISOR GROUP, INC.

Contact information

SEC notice filing (34 States and Territories)

FINRA licenses (46 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

DMK ADVISOR GROUP, INC.

TRUST BUT VERIFY

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