Daniel B. Geehan
Professional summary
Daniel B Geehan, who also goes by D.b. Geehan, is a registered financial advisor currently at INDEPENDENCE SQUARE HOLDINGS, LLC located in Fort Worth, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel B Geehan's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2022 - Present
INDEPENDENCE SQUARE HOLDINGS, LLC
Office #1: 777 Main Street Suite 3800, Fort Worth, TX 76102-5337February 16, 2011 - April 12, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 16, 2011 - April 12, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 1, 2007 - November 24, 2010
R. F. LAFFERTY & CO., INC.
October 26, 2006 - November 24, 2010
R. F. LAFFERTY & CO., INC.
January 7, 2000 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
December 23, 1999 - October 9, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
INDEPENDENCE SQUARE HOLDINGS, LLC
CRD#: 300139 / SEC#: 801-116750
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2022)
Exams
Current Firm
INDEPENDENCE SQUARE HOLDINGS, LLC
CRD#: 300139 / SEC#: 801-116750
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 1,488,010,409 |
Red Flags
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