William G. Daniels
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.
William Gadsden Daniels, who also goes by Bill Gadsden Daniels, William G. Daniels, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2007. William had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 5, 2018 - January 24, 2025
CRITO CAPITAL LLC
January 10, 2007 - April 3, 2018
INTEGRAL WEALTH SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CRITO CAPITAL LLC
CRD#: 161724 / SEC#: , 8-69050
Contact information
FINRA licenses (24 States and Territories)
Direct owners and executive officers
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.
