Daniel Armas

Current Employers

Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-12-09
CT	RA	APPROVED	2021-03-01

NJ RA
APPROVED

Since 2021-12-09
CT RA
APPROVED

Since 2021-03-01

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

Manasquan, NJ • United States

125 Half Mile Road Suite 200, Red Bank, NJ 07701 • United States

257 Riverside Ave, 1St Floor, Westport, CT 06880 • 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
Triad Advisors Inc	Norcross	GA	05/2010	06/2017
Gitterman Wealth Management, Llc	Edison	NJ	08/2014	03/2021
Vanderbilt Securities, Llc	Woodbury	NY	06/2017	03/2021
Cwm, Llc	Omaha	NE	03/2021	Present
Gold Family Wealth	Westport	CT	03/2021	Present

05/2010 → 06/2017

Triad Advisors Inc

Norcross, GA
08/2014 → 03/2021

Gitterman Wealth Management, Llc

Edison, NJ
06/2017 → 03/2021

Vanderbilt Securities, Llc

Woodbury, NY
03/2021 → Present

Cwm, Llc

Omaha, NE
03/2021 → Present

Gold Family Wealth

Westport, CT

Previous Registrations

2010-08-05 → 2021-03-08

Gitterman Wealth Management, Llc

Edison, NJ
2010-05-05 → 2010-05-05

Triad Advisors Llc

Woodbridge, NJ

Edison, NJ
2003-03-13 → 2010-05-05

Voya Financial Partners, Llc

Woodbridge, NJ

Woodbridge, NJ

Other Businesses

Insurance agent; Non-investment related, Sales, Potentially Compensated with Commissions. 3/1/2021 EMBRACE KIDS FOUNDATION; BOARD MEMBER; PHILANTHROPY; MEETINGS, AMBASSADOR ROLE, FUNDRAISING; 0 HRS. DURING TRADING TIME.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-30

S66 Uniform Combined State Law Examination

2002-10-30

Designations

Other Names

Daniel Lamond Armas

View on SEC IAPD