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Daniel James O'ROurke

Strathmore Capital Advisors

Pooler, GA

Charlotte, NC

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Current Employers
Strathmore Capital Advisors

2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-20
SC RA APPROVED 2026-03-06
  • GA RA
    APPROVED
    Since 2026-03-20
  • SC RA
    APPROVED
    Since 2026-03-06

Branch Locations

1145 Us Hwy 80 Suite F, Pooler, GA 31322 • United States

2825 South Blvd. Suite 350, Charlotte, NC 28209 • 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
OrganizationCityStateFromTo
Vanguard Marketing Corporation Atlanta GA 04/2012 12/2016
The Vanguard Group, Inc. Atlanta GA 12/2016 02/2022
Wellspring Wealth Management Alpharetta GA 02/2022 02/2026
Lpl Financial Llc Alpharetta GA 04/2022 02/2026
Strathmore Capital Advisors, Inc. Charlotte NC 02/2026 Present
  • 04/2012 → 12/2016
    Vanguard Marketing Corporation
    Atlanta, GA
  • 12/2016 → 02/2022
    The Vanguard Group, Inc.
    Atlanta, GA
  • 02/2022 → 02/2026
    Wellspring Wealth Management
    Alpharetta, GA
  • 04/2022 → 02/2026
    Alpharetta, GA
  • 02/2026 → Present
    Strathmore Capital Advisors, Inc.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-07-22
  • S63 Uniform Securities Agent State Law Examination
    2004-07-22
Designations
Other Names
  • Dan O'ROurke

View on SEC IAPD

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