Daniel Hudspeth has been an investment adviser representative at BNA Wealth since January 2025, and is not listed among the firm’s executive officers or direct owners.
Bna Wealth, Inc. is a Rock Hill, SC firm with $620M under management, 542 clients and 5 advisers in one office, as of its July 2026 filing.
Daniel Hudspeth’s longest registration was 5 years at McShane Partners (2019–2024). Before joining BNA Wealth in 2025, Daniel Hudspeth was registered through Waverly Advisors, LLC and McShane Partners.
- Waverly Advisors, LLC– · under a yearCharlotte, NC · Adviser representative · Firm CRD 115332
- McShane Partners– · 5 yearsCharlotte, NC · Adviser representative · Firm CRD 107236
Investment adviser representative registrations
Daniel Hudspeth is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- North CarolinaSince 30 January 2025
- South CarolinaSince 17 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel McClain Hudspeth
- CRD
- 7170972
- Firm
- BNA Wealth · CRD 39326
- Office
- 596 HERRONS FERRY ROAD, SUITE 300, Rock Hill, SC 29730
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Hudspeth work?
Daniel Hudspeth is an investment adviser representative registered through Bna Wealth, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Hudspeth a financial advisor?
Yes. Daniel Hudspeth has a current investment-adviser registration in North Carolina and South Carolina, through BNA Wealth since January 2025.
How many years of experience does Daniel Hudspeth have?
Daniel Hudspeth has 6 years in the financial industry, since December 2019, across 3 adviser firms.
What exams has Daniel Hudspeth passed?
Daniel Hudspeth passed the Series 65 in November 2019.
Where did Daniel Hudspeth work before BNA Wealth?
Before BNA Wealth, Daniel Hudspeth was registered through Waverly Advisors, LLC, May 2024 to December 2024; McShane Partners, November 2019 to December 2024.
Where is Daniel Hudspeth based?
Daniel Hudspeth’s registered office is in Rock Hill, SC.
Is Daniel Hudspeth registered with FINRA?
No. Daniel Hudspeth has no current broker registration.
How can I verify Daniel Hudspeth’s record?
Search CRD 7170972 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Hudspeth’s full registration record.