Dane Petchul has been an investment adviser representative at Wealth Teams Alliance since October 2015, and is not listed among the firm’s executive officers or direct owners.
Wealth Teams Alliance Inc. is an Irvine, CA firm with $224M under management, 812 clients and 12 advisers across 8 offices, as of its September 2026 filing.
Dane Petchul is Wealth Coach of Wealth Teams Alliance, based in Irvine, California, and an Investment Advisory Representative of AP2Retirement Income Advisors. He has been a member of the Orange County business community for over thirty years, working as a tennis professional and owning a restaurant and catering business. Since 2005 he has established a financial services practice as a retirement income planning advisor.
Dane Petchul’s longest registration is the current one, 11 years at Wealth Teams Alliance since 2015. Before joining Wealth Teams Alliance in 2015, Dane Petchul was registered through Signature Resources Capital Management, LLC.
- Wealth Teams AllianceCurrent– present · 11 yearsBluffton, SC · Adviser representative · Firm CRD 168907
- Signature Resources Capital Management, LLC– · 1 yearIrvine, CA · Adviser representative · Firm CRD 144069
Investment adviser representative registrations
Dane Petchul is registered as an investment adviser representative in 2 states. The first approvals date from October 2015; the most recent is South Carolina, in December 2024.
- CaliforniaSince 15 October 2015
- South CarolinaSince 19 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 May 2014 |
| Series 7 | General Securities Representative Examination | 1 May 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dane Andrew Petchul
- CRD
- 5377118
- Firm
- Wealth Teams Alliance · CRD 168907
- Office
- Bluffton, SC
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealth-teams.com
Where does Dane Petchul work?
Dane Petchul is an investment adviser representative registered through Wealth Teams Alliance Inc. since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Dane Petchul a financial advisor?
Yes. Dane Petchul has a current investment-adviser registration in California and South Carolina, through Wealth Teams Alliance since October 2015.
How many years of experience does Dane Petchul have?
Dane Petchul has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Dane Petchul passed?
Dane Petchul has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2014. FINRA credited Dane Petchul with the SIE, which began in October 2018.
Where did Dane Petchul work before Wealth Teams Alliance?
Before Wealth Teams Alliance, Dane Petchul was registered through Signature Resources Capital Management, LLC, August 2014 to October 2015.
Where is Dane Petchul based?
Dane Petchul’s registered office is in Bluffton, SC.
Is Dane Petchul registered with FINRA?
No. Dane Petchul has no current broker registration.
How can I verify Dane Petchul’s record?
Search CRD 5377118 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dane Petchul’s full registration record.
