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RIA / WealthAdvisor42 years in industry

DANIEL RICHARD GARVIN

Advisor at MUNN WEALTH MANAGEMENT, LLC

MAUMEE, OH

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Search this name across graphsid dfx:ria:f5b7dfeb-70e9-cac8-4f23-185c5c3ae2ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 6, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MUNN WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 14, 1986
First registration: Jun 6, 2003
Dual registered: no
IAPD individual key: 1481768

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MUNN WEALTH MANAGEMENT, LLC	Independent wealth	Jul 16, 2026	n/a	yes	MAUMEE, OH	Current employment
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Jun 26, 2024	Sep 8, 2026	no	MARIETTA, GA\|Wauseon, OH	Previous registration
TRIUMPH WEALTH ADVISORS, INC.	Former SEC adviser	Jun 9, 2016	Oct 14, 2024	no	Woodstock, GA\|ACWORTH, GA\|Woodstock, GA\|Wauseon, OH	Previous registration
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Mar 26, 2013	May 16, 2016	no	Urbandale, IA\|Woodstock, GA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 2, 2012	Apr 1, 2013	no	CHESTERFIELD, MO\|BATON ROUGE, LA	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Mar 3, 2011	Aug 9, 2012	no	SAN DIEGO, CA\|BATON ROUGE, LA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Jun 6, 2003	Mar 25, 2011	no	MAUMEE, OH\|WAUSEON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IMPACT PARTNERSHIP WEALTH, LLC	MUNN WEALTH MANAGEMENT, LLC	Sep 8, 2026	Jul 16, 2026	-54	Firm change after gap	RIA to RIA
TRIUMPH WEALTH ADVISORS, INC.	IMPACT PARTNERSHIP WEALTH, LLC	Oct 14, 2024	Jun 26, 2024	-110	Firm change after gap	RIA to RIA
INTEGRITY ALLIANCE, LLC	TRIUMPH WEALTH ADVISORS, INC.	May 16, 2016	Jun 9, 2016	24	Firm change	Other
FIRST ALLIED ADVISORY SERVICES, INC.	INTEGRITY ALLIANCE, LLC	Apr 1, 2013	Mar 26, 2013	-6	Firm change	Other
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Aug 9, 2012	Jul 2, 2012	-38	Channel change	Other
NEXT FINANCIAL GROUP, INC.	FIRST ALLIED SECURITIES, INC.	Mar 25, 2011	Mar 3, 2011	-22	Firm change	Other

Relationships

Registered with (7)

→ MUNN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: previous registration
Jun 26, 2024 to Sep 8, 2026factForm ADV
→ TRIUMPH WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 9, 2016 to Oct 14, 2024factForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Mar 26, 2013 to May 16, 2016factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2012 to Apr 1, 2013factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Mar 3, 2011 to Aug 9, 2012factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jun 6, 2003 to Mar 25, 2011factForm ADV

Dated events

Occurred
Sep 8, 2026
Advisor changed firm
Daniel Richard Garvin left Impact Partnership Wealth, Llc for Munn Wealth Management, Llc (registered 2026-07-16)
Form ADVobserved 4 days ago
Occurred
Oct 14, 2024
Advisor changed firm
Daniel Richard Garvin left Triumph Wealth Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2024-06-26)
Form ADVobserved 4 days ago