Daniel Lillibridge has been Chief Compliance Officer/Operations Officer of Private Wealth Advisors since August 2020, is a control person of the firm and directly owns under 5% of it.
Private Wealth Advisors, LLC is a Fresno, CA firm with $451M under management, 898 clients and 2 advisers across 6 offices, as of its March 2026 filing.
No adviser firm registrations are on Daniel Lillibridge’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 2015 |
| Series 7 | General Securities Representative Examination | 15 September 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Joseph Lillibridge
- CRD
- 6411402
- Firm
- Private Wealth Advisors · CRD 141971
- Role
- Chief Compliance Officer/Operations Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Lillibridge work?
Daniel Lillibridge has been Chief Compliance Officer/Operations Officer of Private Wealth Advisors, LLC since August 2020, and is a control person of the firm.
Does Daniel Lillibridge have a current investment-adviser registration?
Daniel Lillibridge has no current investment-adviser or broker registration.
What exams has Daniel Lillibridge passed?
Daniel Lillibridge has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 2015. FINRA credited Daniel Lillibridge with the SIE, which began in October 2018.
Is Daniel Lillibridge registered with FINRA?
No. Daniel Lillibridge has no current broker registration.
How can I verify Daniel Lillibridge’s record?
Search CRD 6411402 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Lillibridge’s full registration record.