Unclaimed Profile

Daniel James Luke

WADE READ CAPITAL, LLC·BOUNTIFUL, Utah

SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TOCFPClean record22 years registeredWADE READ CAPITAL, LLC

270 SOUTH MAIN, BOUNTIFUL, UT 84010CRD# 4324353Firm CRD# 319722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel James Luke · BOUNTIFUL, UT

Registration

CRD #4324353 · WADE READ CAPITAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

DIVERSIFY WEALTH MANAGEMENT, LLC

Mar 2024 – present

DIVERSIFY ADVISORY SERVICES, LLC

Sep 2023 – present

DFPG INVESTMENTS, LLC

Mar 2015 – Feb 2024

SANDY, UT

DIVERSIFY WEALTH MANAGEMENT, INC.

Dec 2013 – Nov 2015

SOUTH JORDAN, UT

LJCOOPER CAPITAL MANAGEMENT, LLC

Oct 2011 – Oct 2014

SOUTH JORDAN, UT

DFP ADVISORS, INC.

Jan 2006 – Aug 2011

SOUTH JORDAN, UT

MONY SECURITIES CORPORATION

Feb 2004 – Aug 2004

MIDVALE, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · February 3, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Daniel James Luke offer?

Daniel James Luke is a registered financial advisor in BOUNTIFUL, Utah. Contact their office for details on services offered.

What are Daniel James Luke's credentials?

Daniel James Luke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel James Luke located?

Daniel James Luke is based in BOUNTIFUL, Utah, working with WADE READ CAPITAL, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.

How large is WADE READ CAPITAL, LLC?

WADE READ CAPITAL, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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