Daniel G. Henry

ENDEAVOR CAPITAL MANAGEMENT

DOWNER'S GROVE, IL 60515

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CRD#: 5328231

Professional summary

Daniel Graham Henry is a registered financial advisor currently at ENDEAVOR CAPITAL MANAGEMENT, LLC located in Downer's Grove, Illinois.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 5 firms and has passed the Series 66, 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.

Vedder Price, PC. 222 North LaSalle St., Ste. 2600, Chicago, IL 60515. Training and onboarding of new hires. This is NOT investment related. The approximate number of hours during the month is 35. Of those, approximately 20 are during market trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Graham Henry's 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

September 10, 2024 - Present

ENDEAVOR CAPITAL MANAGEMENT, LLC

Office #1: 309 7th St., Downer's Grove, IL 60515

RIA

CRD#: 330251

DOWNER'S GROVE, IL

Past

March 11, 2020 - October 11, 2024

IHT WEALTH MANAGEMENT LLC

RIA

CRD#: 171481

OAKBROOK TERRACE, IL

Past

October 1, 2012 - November 25, 2019

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

CAROL STREAM, IL

Past

October 1, 2012 - November 25, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

CAROL STREAM, IL

Past

February 1, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

CHICAGO, IL

Past

February 1, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

August 23, 2007 - September 25, 2007

WADDELL & REED

RIA

CRD#: 866

OAKBROOK, IL

Past

July 27, 2007 - September 25, 2007

WADDELL & REED

CRD#: 866

OAKBROOK, IL

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/10/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/11/2010

General Securities Principal Examination

Current Firm

ENDEAVOR CAPITAL MANAGEMENT, LLC

CRD#: 330251 / SEC#:

Illinois

Registered Investment Advisory firm - (9/10/2024 Approved)

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Contact information

Main Address

309 7th St., Downer's Grove, IL 60515

Mailing Address

Phone number

(312) 848-9569

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Daniel G. Henry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Graham Henry's CRS (Customer Relationship Summary).

Certified licenses

Experience

IHT WEALTH MANAGEMENT LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2007

Series 24

Date: 1/11/2010

Current Firm

ENDEAVOR CAPITAL MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

ENDEAVOR CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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