Inactive

Daniel Anthony Fortman

Glenview Financial Group LLC

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Current Employers

Glenview Financial Group Llc

2700 Patriot Blvd. Suite 400, Glenview, IL 60026 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2007-01-03

IL RA
APPROVED

Since 2007-01-03

Branch Locations

2700 Patriot Blvd. Suite 400, Glenview, IL 60026 • 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

Organization	City	State	From	To
Cibc World Markets Corp.	New York	NY	04/1999	Present
Weiss & Company, Llp	Northfield	IL	06/1991	Present
Bear, Stearns & Co. Inc.	New York	NY	10/2003	Present
Glenview Financial Group, Llc	Glenview	IL	06/1981	Present

04/1999 → Present

Cibc World Markets Corp.

New York, NY
06/1991 → Present

Weiss & Company, Llp

Northfield, IL
10/2003 → Present

Bear, Stearns & Co. Inc.

New York, NY
06/1981 → Present

Glenview Financial Group, Llc

Glenview, IL

Previous Registrations

2004-02-04 → 2007-03-23

J.P. Morgan Securities Llc

New York, NY

Northfield, IL
2003-04-15 → 2004-01-15

Oppenheimer Asset Management

New York, NY
2003-01-03 → 2003-04-15

Oppenheimer & Co. Inc.

New York, NY
2001-08-23 → 2003-01-03

Cibc World Markets Corp.

New York, NY

Other Businesses

WEISS & COMPANY LLP NORTHFIELD, IL CPA FIRM - OWNER PARTNER 6/1981 TO PRESENT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-07-11
S63	Uniform Securities Agent State Law Examination	2000-01-26

S66 Uniform Combined State Law Examination

2001-07-11
S63 Uniform Securities Agent State Law Examination

2000-01-26

View on SEC IAPD

Other Firms

BREAKOUT PRIVATE WEALTH LLC

MERINO WEALTH MANAGEMENT

LIFEWORKS ADVISORS, LLC

SOUTH BAY FINANCIAL PARTNERS

LPL FINANCIAL LLC

Other Investors

DEREK MICHAEL KYLER

REBECCA Carroll FRAGASSI

JOHN GARDNER FINLEY

Jenny Lee Selvaggio

WILLIAM MATTHEW PALMER

David Geoffrey Smestuen

RYAN MICHAEL JUNE

ADAM ROBERT BLONSKY

Other Offices

COYLE · GLENVIEW, IL

ARIS INVESTING · GLENVIEW, IL

BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL

MERINO WEALTH MANAGEMENT · GLENVIEW, IL

MORGAN STANLEY · Glenview, IL

LIFEWORKS ADVISORS, LLC · Glenview, IL

SOUTH BAY FINANCIAL PARTNERS · Glenview, IL

COYLE · GLENVIEW, IL

More in Glenview, IL

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