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Philadelphia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-12 |
| PA | RA | APPROVED | 2023-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 10/2015 | 07/2017 |
| Nest Investments Bd Llc | Philadelphia | PA | 10/2018 | 03/2023 |
| Nest Egg | Philadelphia | PA | 07/2018 | 03/2023 |
| Agc Trading Company Llc Dba Shop Wanderlust | Philadelphia | PA | 09/2018 | Present |
| Daniel Parker, Sole Proprietor | Philadelphia | PA | 03/2023 | Present |
| Cuthbert Capital Management Llc | Philadelphia | PA | 03/2023 | Present |
| Parker Construction | Broomfield | CO | 09/2017 | 07/2018 |
| Addison Capital, Inc. | Philadelphia | PA | 07/2018 | 03/2023 |
Daniel Parker, Sole Proprietor; Investment Related; Philadelphia, PA; Insurance Agent; Fixed Insurance Sales; Start date: 03/2023; Less than 10% of time spent in this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-21 |
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