Daniel Robards has been an investment adviser representative at WhiteRock Wealth Design since June 2026, and is not listed among the firm’s executive officers or direct owners.
Whiterock Wealth Design, LLC is a Fayetteville, AR firm with $633M under management, 739 clients and 7 advisers in one office, as of its August 2026 filing.
Daniel Robards’ longest registration was 1 year at Raymond James Financial Services Advisors, Inc (2025–2026). Before joining WhiteRock Wealth Design in 2026, Daniel Robards was registered through Raymond James Financial Services Advisors, Inc.
- Whiterock Wealth Design, LLCCurrent– present · under a yearFayetteville, AR · Adviser representative · Firm CRD 342236
- Raymond James Financial Services Advisors, Inc– · 1 yearFayetteville, AR · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Daniel Robards is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- ArkansasSince 4 June 2026
- TexasSince 4 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 January 2025 |
| Series 7TO | General Securities Representative Examination | 10 December 2024 |
| SIE | Securities Industry Essentials Examination | 7 October 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel Joseph Robards
- CRD
- 8008342
- Firm
- WhiteRock Wealth Design · CRD 342236
- Office
- 4426 NORTH WATERSIDE COURT 110, Fayetteville, AR 72703
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Robards work?
Daniel Robards is an investment adviser representative registered through Whiterock Wealth Design, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Robards a financial advisor?
Yes. Daniel Robards has a current investment-adviser registration in Arkansas and Texas, through WhiteRock Wealth Design since June 2026.
How many years of experience does Daniel Robards have?
Daniel Robards has 1 year in the financial industry, since December 2024, across 2 adviser firms.
What exams has Daniel Robards passed?
Daniel Robards has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2024.
Where is Daniel Robards based?
Daniel Robards’ registered office is in Fayetteville, AR.
Is Daniel Robards registered with FINRA?
No. Daniel Robards has no current broker registration.
How can I verify Daniel Robards’ record?
Search CRD 8008342 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Robards’ full registration record.