Adviser and broker representative · Cetera Investment Advisers LLC
Daniel Heaton
CRD 6550232 · Warr Acres, OK
At a glance
Daniel Heaton is an investment adviser representative with Cetera Investment Advisers LLC in Warr Acres, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2023, about 3 years ago. Daniel is also registered as a broker representative.
Current advisory firm
- Cetera Investment Advisers LLCSince June 2023Warr Acres, OK · $257B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Cetera Investment Advisers LLC
- Cayden BrumbaughWarr Acres
- Jeffrey BurtonWarr Acres
- Garren D. DodsonWarr Acres
- Jeffrey L. DodsonWarr Acres
- John M. EntzWarr Acres
- Douglas W. GaroneWarr Acres
- Charles D. WallinWarr Acres
- Jeffrey W. WallsWarr Acres
Every advisor at Cetera Investment Advisers LLC →Cetera Investment Advisers LLC: assets, clients and custodians →Cetera news, moves and payouts →Financial advisors in Warr Acres, OK →Every Cetera Investment Advisers LLC advisor in Warr Acres →Advisor Moves: who changed firms this week →