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DS

Daniel W. Sandefur

RETIREPATH WEALTH
Little Rock, AR 72212
Some features on this profile are disabled
CRD#: 7853013
DS

Professional summary

Daniel Wayne Sandefur, who also goes by Daniel W Sandefur, is a registered financial advisor currently at RETIREPATH WEALTH, LLC located in Little Rock, Arkansas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel W Sandefur

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Wayne Sandefur'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

May 8, 2026 - Present

RETIREPATH WEALTH, LLC

Office #1: 11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212
RIA
CRD#: 324109
Little Rock, AR
Past

March 27, 2024 - May 7, 2026

EDWARD JONES

RIA
CRD#: 250
conway, AR
Past

March 2, 2024 - May 7, 2026

EDWARD JONES

BD
CRD#: 250
conway, AR

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
Arkansas
(5/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/2/2024
Securities Industry Essentials Examination

Current Firm

RW
RETIREPATH WEALTH, LLC
RETIREPATH WEALTH, LLC

CRD#: 324109 / SEC#:

Arkansas
Registered Investment Advisory firm - (3/15/2023 Approved)
Texas
Registered Investment Advisory firm - (2/23/2024 Conditional Restricted)
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Contact information

Main Address
11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212
Mailing Address
Phone number
(501) 904-5858
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts423
AUM (Assets Under Management)$ 52,000,000

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.

Company Information

RETIREPATH WEALTH, LLC

CRD#: 324109Little Rock, AR 72212

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