Daniel Odom
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.
Daniel Odom, who also goes by Daniel Julian Odom, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 2020. Daniel had worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 9 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 16, 2026 - June 24, 2026
ENTREWEALTH
April 13, 2022 - January 4, 2026
CHARLES SCHWAB & CO., INC.
April 13, 2022 - January 4, 2026
CHARLES SCHWAB & CO., INC.
May 21, 2021 - March 14, 2022
ROBINHOOD FINANCIAL, LLC
October 20, 2020 - May 3, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 4, 2020 - May 3, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ENTREWEALTH
CRD#: 317553 / SEC#: 801-130035
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
Series 7TO
Date: 8/4/2020
General Securities Representative ExaminationCurrent Firm
ENTREWEALTH
CRD#: 317553 / SEC#: 801-130035
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 522 |
| AUM (Assets Under Management) | $ 222,597,035 |
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.
