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John George Daniels

Compass Financial Management LLC

Sarasota, FL

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Current Employers
Compass Financial Management Llc

2422 W. Sunset Drive, Tampa, FL 33629 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-26
  • FL RA
    APPROVED
    Since 2023-10-26

Branch Locations

2100 Constitution Blvd. Ste. 113, Sarasota, FL 34231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Daniels Cpa, Llc Sarasot FL 10/2018 Present
John Daniels Cpa Sarasota FL 01/2010 Present
  • 10/2018 → Present
    John Daniels Cpa, Llc
    Sarasot, FL
  • 01/2010 → Present
    John Daniels Cpa
    Sarasota, FL
Previous Registrations
  • 2017-01-01 → 2025-11-24
    John Daniels Cpa, Llc
    Sarasota, FL
Other Businesses

John Daniels CPA; Not Investment Related; 2100 Constitution Blvd. Ste 113, Sarasota, FL 34231; CPA/Tax Preparer/Owner; Started 01/2006; Approximately 40 hours a month on average but concentrated in March and April, meeting with clients and discussing taxes during normal business hours by appointment only.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-12
S63 Uniform Securities Agent State Law Examination 1992-03-13
  • S65 Uniform Investment Adviser Law Examination
    2016-09-12
  • S63 Uniform Securities Agent State Law Examination
    1992-03-13
Other Names
  • John Daniels

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