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210 New Hackensack Road, Wappingers Falls, NY 12590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-14 |
Branch Locations
210 New Hackensack Road, Wappingers Falls, NY 12590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Poughkeepsie | NY | 01/2011 | Present |
| Disciplined Wealth Advisors | Poughkeepsie | NY | 02/2011 | Present |
| Quint Financial | Wappingers Falls | NY | 12/2015 | Present |
| Quint Investments And Insurance | Wappingers Falls | NY | 12/2015 | Present |
DANIEL GOODWIN INS AGENT, POUGHKEEPSIE, NY, AGENT/BROKER, INVESTMENT RELATED, INS & FIXED ANNUITY SALES FOR VARIOUS CARRIERS, START 06/03, 20 HRS MONTHLY, 5 HRS MONTHLY DURING TRADING, SALES & SERVICE OF LIFE, HEALTH, FIXED ANNUITY & DI INCOME INS PRODUCTS; SELL MEDICARE HEALTH INSURANCE AND SUPPLEMENT INSURANCE UNDER DBA MEDICARE RESOURCE GROUP THROUGH VARIOUS COMPANIES, BEGINNING IN 2002, NON-INVESTMENT RELATED, HEALTH INS SALES AGENT, 5-10 HRS MONTHLY, 2 HRS MONTHLY DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-24 |
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