Daniel Matthew Vinson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  Black, Gould & Associates
  Phoenix, AZ
• 08/2013 → 12/2016
  Innovation Partners Llc
  Matthews, NC
• 01/2017 → Present
  Advisor Group
  Phoenix, AZ

Previous Registrations

• 2017-01-12 → 2024-01-19
  Woodbury Financial Services, Inc.
  Phoenix, AZ
  Oakdale, MN
• 2017-01-12 → 2023-11-03
  Fsc Securities Corporation
  Phoenix, AZ
  Atlanta, GA
• 2017-01-12 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2013-09-20 → 2016-12-31
  Innovation Partners Llc
  Charlotte, NC
  Mesa, AZ
  New River, AZ
• 2009-04-09 → 2011-09-12
  Investment Advisors International, Inc.
  Phoenix, AZ

Other Businesses

BLACK GOULD AND ASSOCIATES - AGENT - HEALTH INSURANCE SALES - COMMISSION ONLY - LESS THAN ONE HOUR PER WEEK IS DEDICATED TO THIS ACTIVITY. NON-INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-17
• S63 Uniform Securities Agent State Law Examination
  2003-07-31